Handling Anonymous Payments
If a payment is unknown detail, it can be assigned as an anonymous payment. Each site should have 1 anonymous...
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Stripe Payment Gateway Setup
When adding a stripe payment gateway set up you will need to obtain the API key from your stripe control... -
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 – 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 >... -
Adding a Mailing List on first ever payment
If you want clients to be added to a particular mailing list only after they have made their first ever... -
Sending Email for updating stored payment method
If you have clients who have regular payments and those payment details are invalid (expired/stolen card etc), Profiler has the... -
PAY007 – Reporting Individual Payments Over a Period
The Reports > Standard2 Reports > PAY007 Individual Payment $/# Over Period Report report will show all individual payments over... -
PAY110A – Summary of all Source Payments
If you wish to see a summary of all source codes, the descriptions, the number of payments made, and total... -
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...