Existing and New Subscription/Membership Payment and Expiring Old
This document outlines new functionality on expiring old subscriptions when a new one is set up. This is a common...
- Home
- regular
-
-
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 >... -
Automatic Processing of Regular Payments (Overnight)
This document outlines setting up a client site to have the automatic due regular payments to run daily – unattended.... -
Reporting Expiring/Expired Memberships and Subscriptions
There is some expiry reporting options that are available for subscription centre that is available on Regular > Subscription Centre... -
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... -
Pre-Defined Regular Payment/Subscription types
When creating a regular payment (Client > Regular Payment) which could be a regular gift, subscription or membership, you can... -
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... -
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... -
REG004 – Orphaned (Not Yet Started) Regular Pledge Report
The REG004 report in Reports > Standard2 Reports > Regular > REG004 – Orphaned (not started) Regular will allow you... -
Find a list of my Active Subscribers/Members
From Profiler November 2021, a Dynamic List is automatically created once you have defined your source codes for your Subscription/Membership...