Desktop · 1440 PX
Method tab row at top, case-linker open, card method selected. Real-time status rail on the right.
app.solaceledger.com / payments / new
New Payment
PAY-2024-00848 · DRAFT · AUTO-SAVEDPayment Method · same pipeline, method-specific fields reveal below
Bind To Case + InvoiceREQUIRED
3 MATCHES · RECENT FIRST↵ SELECT
Chen Family Service
HILL-2024-00183
●
SERVICE MAY 11
●
INV-00512 · $4,285.00 OUTSTANDING
Chen-Martinez Pre-arrangement
HILL-2024-00167●APR 22●INV-00478 · $1,200 · DRAFT
W. Chengdu Estate
HILL-2023-00982●CLOSED DEC 2023
Card Payment DetailsAUTO-REVEALED FROM METHOD
$
✓ MATCHES INVOICE
◆ COMPLIANCE
Surcharge Disclosure · OH
RULE-OH-CARD-2024
Ohio permits card surcharges up to 4% with explicit disclosure. This payment includes a 1.65% card processing surcharge ($70.86) itemized on the invoice. The family will see the surcharge on their receipt.
RULE: if tenant.region = 'OH' and method = 'card' and amount > 0 → disclose(surcharge_pct = 1.65, line_item = true)
Configured by the compliance team · zero engineering involvement to add a region
Charge Total
$4,285.00
$3,985 SUBTOTAL + $229.14 TAX + $70.86 SURCHARGE
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Mobile · 390 PX · iOS
Staff capturing on the road. Method tabs scroll horizontally. Status bar collapses.
9:41▂▄▆ 5G 100
New Payment
Method · scroll for more
Bind To Case · required
3 matches
Chen Family Service
HILL-00183 · INV-00512 · $4,285 · M. JOHNSON
Chen-Martinez Pre-arrangement
HILL-00167 · INV-00478 · DRAFT
Amount
$
4,285.00
● MATCHES INV
● REAL-TIME STATUS
DraftAuthCapturedReconClosed
Submit will auth + capture. Updates inline.
◆ COMPLIANCE
Surcharge · OH
1.65% card surcharge ($70.86) itemized on the invoice. Family sees it on their receipt.
Charge Total
$4,285.00
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