Handling Anonymous Payments
If a payment is unknown detail, it can be assigned as an anonymous payment. Each site should have 1 anonymous...
- Home
- Payments
Payments
Articles relating to taking of Payments, Receipts and other Day End Processes regarding financial aspects of the system
-
-
Assign a Payment to a Regular Subscription
If a source code is set up to always have a regular payment associated with it (Setup > Payments >... -
Day End Processing – Execute
After you have processed and entered all your payments for the day/period you need the batch them for reporting and... -
Day End Processing – Reports
After you have processed and entered all your payments for the day/period you need the batch them for reporting and... -
Day End Processing – Receipts
After you have processed and entered all your payments for the day/period you need the batch them for reporting and... -
Email a Payment Receipt to a Client
You can email an individual payment receipt to a client (who has made a previous payment) via the Client >... -
Take a Manual (non-Auto) payment for a regular payment
If you have a regular payment for a client that needs processing of a payment, you can quick jump to... -
Sending a template to a First Time Payment/Gift
You can define a template to be automatically sent to a client on their first time ever payment, this could... -
Instant Receipting
From Profiler 9.1.11 (November 2021) Profiler supports instant receipting, we have since improved this functionality in 9.2.3 (March 2022) and... -
Receipt Rules
Profiler allows you to define rules for receipting based upon the type, source code and amount (and a number of...
Need Support?
Can't find the answer you're looking for? Don't worry we're here to help!
CONTACT SUPPORT