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...
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Adding (or removing) an amount from a received Integration Amount
If using Profiler Integration you may have a situation where a client purchases a membership (or gift) and something is... -
Display Receipt ID rather than Payment ID
When viewing a Client > Payment you will see a list of all the payments the client has made Each... -
Hide “Accept/Pay” option in Sales Portal
If you wish your clients not to be able to accept and pay for Sales Contracts that have been delivered... -
Receipt Text
Profiler allows you to have receipt text on your email and paper receipt templates, which can change, rather than using... -
Setting the Payment Method for Auto Regular Payments
Automatic Deducted regular payments that are processed via a Payment Gateway (Credit Card or Direct Debit) need to have a... -
PAY022 – First Time Payment Report
The Reports > Standard2 Reports > Payment Report > PAY022 – First Time Payment Report allows you to produce a... -
Linking a Payment/Donation Gravity Form to Profiler (using the Plugin)
When using Gravity Forms, with WordPress, you will need to link up the gravity form fields to those in Profiler... -
Default Payment Method for Regular Payments
When using the batch regular payments to process your regular payments, you can specify the payment method that these will... -
Sending an Automated email on Special Events with Bank/Direct Deposit details
As part of your special event set up you may wish to send a templated email to a client who...