Reading / Interpreting the Subscription Centre numbers If your site has set up a subscription/membership source code(s) under Setup > System Wide Settings and the Subscription Source...
Regular Payment Types When you are defining a regular payment, which could be a subscription, membership or just gift, you can define it...
Auto-Expiring Subscriptions and Memberships The Subscription Centre (which may be renamed in your system) allows you to manage your subscriptions/memberships, produce reminders and follow...
Taking $0 complimentary payments In some situations you may offer a $0 subscription or membership (ie. complimentary). For this to be processed, it needs...
Overdue Management of Regular Payments Profiler gives you a number of tools to manage your overdue clients who have set up regular payments. This can...
Credit Card Expiry Reminders If you are storing automatic payment details for a regular payment/subscription/membership you have the option (if your payment gateway requires)...
Externally Created/Managed Regular Payments Some of your clients may choose to externally put a regular payment into your bank account (ie. Profiler is not...
Failed Automatic Payments When automatic payments fail – they will remain overdue. You can set Profiler to send email alerts to clients notifying...
Inactivating / Deleting Regular Payments The best practice is to make a regular payment (gift/membership/subscription) inactive should it no longer be required. However there is...
Assigning Regular Payment Types If you run regular payment types in Profiler, this could be for Subscription or Membership Types as well, this would...