A new enhancement regarding Online Payments in EventEssentials Pro updates the ability to capture invoice payments online for events displayed in FSDirect and CommunityUse. Our partner, ReliaFund, has updated their portion of the integration to allow convenience fees for online transactions to be paid by the end user (i.e., outside organization's contact) vs. by you as the administrator of events and invoices.
Registration for online payment
Information will be displayed to help you enter payment information. ReliaFund will need certain information in order to properly process an application to use online payment capabilities. When registering for a ReliaFund account to process payments for your organization, you will receive an email from esignLive.com (a service that provides electronic signature capabilities), and that will be the electronic application. Be sure to check your email's spam filters if you do not see an email in your inbox.
Confirming online payment registration
Please note that once the application has been emailed, you will have 5 days to complete the application and return it to ReliaFund. If the application response takes more than 5 days, you will need to request a resubmission of the account application.
Other questions you may have:
Can I assume nothing is changing for outside Organization Event Coordinators (OECs) beyond a small additional charge to process online payments?
Is there a prompt or a toggle an FSDirect Administrator needs to perform to pass along the fee to the OEC?
No. All EventEssentials Pro accounts with Online Payment will be set up to automatically pass the fees to the OEC paying an invoice.
For the FSDirect Administrators that have already established a ReliaFund account, would they have to re-register with ReliaFund? Any updates to the account that has to be performed?
For those Administrators already in the registration process, or already have been registered, they should have been contacted by ReliaFund to get any remaining information required.
What benefits are typically seen in online payments?
Time and money. Online payments improve collections by 10% and save $2 per student per event.
Elements required for online payment:
- Website address for your organization (e.g., your school district, school or campus).
- The dollar amount of your largest single transaction.
- Annual Credit Card dollar amount.
- Business License AND Tax ID (Proof of who you are).
- Who is authorized to sign the agreement for the online payment capability? They will need to provide their:
- Full name
- Complete address
- Telephone number
- Date of birth
- Social Security Number
- Driver’s license number
- A copy of a voided check for the bank account that you would like funds deposited into.
- Who will be the primary Administrator for the ReliaFund account (for training and adding users)?
- The estimated number of monthly transactions.
- Annual anticipated dollar amount for credit card transactions.
- Customer service telephone number for your District, School or Campus.
The application approval process usually takes 5 business day from receiving your completed application. Once approved, an email will be sent from esignLive.com with a processing agreement that has a five-day expiration. If the approval process takes more than 5 days, there will be a need to request to resubmit the processing agreement.
Online Payments Setup
Making Online Payments in CommunityUse
FSDirect Invoicing Guide
How to add Organization Event Coordinators
Small Change. Major Returns. - the story of Mike Roche from Bellingham Public School District