Tax Letter Tutorial

Given the season, we at ShalomCloud thought it timely to produce a tax letter tutorial. There is one new minor feature included in this announcement. You can now include either formal name or informal name in the body of the tax letter. Without more fanfare, we suggest just watching the video. It will show you … Continue reading Tax Letter Tutorial

Installment Billing

ShalomCloud now offers installment billing By way of explanation — typically, after a pledge drive, or school signups, you’ll record what each family owes. The most direct way to handle those charges, is to book an amount owed per category. For example, $1800 for a pledge, or $500 for religious school. You can include an … Continue reading Installment Billing

Third-Party Payer

We now have a convenient, straightforward way to handle those situations where you have a third-party payer. By that, we mean cases where your congregant owes for dues or school, for example, and someone volunteers to pay on their behalf. To enter the third-party payer, you’d use the same screen as always. There’s simply a … Continue reading Third-Party Payer

Payment Tear-off

Monthly statements now have an option to include a payment tear-off at the bottom of the statement. We at ShalomCloud have done much to enable electronic statements and electronic payments. However, inevitably, a segment of your congregation prefers to deal with paper statements and paper payments. Accordingly, you now have the option of including a … Continue reading Payment Tear-off

Link to Pay

We’re rolling out a new feature for statements, dubbed “Link to Pay.” Some background. For some time now, we’ve offered the ability to send statement notifications by email. The statement notification has a link, that enables the congregant to pull down a statement. That statement is exactly what would have appeared if you’d printed it … Continue reading Link to Pay

Statement Options

This enhancement includes a number of statement options. Note that you need not change anything, unless you wish to avail yourself of one or more of these options. Current Options Currently, the name and address of the synagogue, along with phone number and website URL, appear at the bottom of the statement. If you’d like … Continue reading Statement Options

Recent Changes

Here in one compressed article is a list of recent changes. Some of these have merited their own independent post. Where that’s the case, you’ll see a link to that article. Otherwise, we’ll show a short explanation of the change. Financial On Queries => Financial Transactions, you can now enter a check number, check amount, … Continue reading Recent Changes

Announcing — Member Portal, Part II

As of last post, congregants could update their demographic information–name, address, phone, email, birthday, et al.–and could pull statements for any time interval.   Added to that capability, members can enter financial activity directly into the system.