Account Tab
Everything you need to know about your Amilia invoice and configuring your organization's settings in the Account tab.
By Samantha and 1 other2 authors12 articles
- Set up your Main InformationMost of the info added to the Main information subtab appears on the front page of your online SmartRec store.
- Add your LogoYour logo is visible to clients in your SmartRec store, on invoices, receipts and communications.
- How Amilia Bills your Organization (Paysafe)For Paysafe & Cardconnect clients: learn how Amilia invoices your organization each month, including software fees, payment processing rates, chargebacks, and how to download your monthly statement
- Manage Administrators and Permission GroupsDecide who can access what in the back-office.
- Forms and Extra QuestionsCreate forms and customize questions to obtain information related to the person or purchase at checkout.
- Extra questions - User agreementCreate an extra question on your form(s) to get your clients' informed consent.
- Add your Closed Days in the CalendarThe Calendar displays which days your organization is closed.
- TagsUse tags to categorize your offers and assign scholarships.
- Email PreferencesFailed payment and purchase confirmation notifications can be sent to admins.
- Image Size SpecificationsUpload an image to complement and personalize the design of your store, such as your store logo or for a specific program and activity.
- Waiver KioskCollect user agreement signatures on-site through a digital kiosk, ensuring accessibility, compliance, and a paperless environment.
- Permission groups by role: who needs access to what in SmartRec