The Onboarding and Billing configuration section contains your Initial Financial Setup and Invoices. This article will explain how to complete the setup of both parts to best meet your organization's needs.
Click your Username > Configuration > Onboarding and Billing to get started.
What user permissions do I need for general configurations?
- Configure my shelter and its users
Configuration is only accessible through a desktop or laptop. You cannot access the Configuration section on a mobile device.
Prefer watching over reading? Check out the video below!
Initial Financial Setup
Under the Initial Financial Setup tab, you will see:
- Shelterluv Billing
- Activate Shelterpay
- Shelterluv W9
Select the different tabs below to navigate!
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The Shelterluv Billing section will house your organization's debit/credit card information. Shelterluv will bill the card you enter monthly, thanks to Shelterluv's hands-free automatic invoicing.
Select the Edit Payment Method button to enter your debit/credit card details.
Note
You can update the card at a later date should the payment method ever change. -
Setting up Shelterpay involves completing your enrollment in Stax. Our Sales and onboarding Teams will walk you through this process during the initial activation of your account. To get started with the enrollment, click the Begin Setup button.
You can take advantage of our fantastic checkout and donation features once your Stax account is activated and connected to your Shelterluv account!
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The Shelterluv W9 section provides a quick link to Shelterluv's signed W9 form for your financial or tax purposes.
You can also download a copy here.
Note
The file available on the Shelterluv Onboarding page in Configurations is an older version with a previous company address and should no longer be used.
Invoices
The Invoices tab contains a complete list of all Shelterluv invoices associated with your account. You will be able to filter the list by year and download each invoice as a PDF for your financial reporting and bookkeeping needs.