Payments

When using the Stripe payment processor and a website that does not support data sending to Profiler natively, you can send each transaction to Profiler RAPID processing from the Stripe web platform. This will be received like a normal payment and allocated the default OLDON (online donation) source code. To…

You can remove an entered payment against a client by going to the Client > Payments tab where you will see a list of Payments. From the “…” menu go to Delete Payment This will take you to Utilities > Database Tools > Delete Payments automatically and give you a…

By default Profiler will not automatically create a membership payment received via RAPID. This allows a Profiler user to check the details and ensure any relevant membership types are mapped correctly before the membership is created. These memberships will just sit waiting in Help in RAPID – however, you can…

Profiler has the ability to generate on bulk a financial statement for clients for end of financial year OR individual on-demand statements. Individual Statement To do a statement for a client first navigate to the Client and click on their Payments tab. You will see a list of the clients…

If you have set up a number of Receipt Rules and want to debug / find out why are particular payment has been issued a particular payment receipt, you can use the Utilities > System Utilities > Receipts Decision Log File Viewer Upon loading the application you will need to…

If you wish to rename a source code you can do that on the special Utilities program located at Utilities > Database Management Tools > Rename Source Code(s). Upon loading – select the Source Code you wish to rename from the drop-down list and click Lookup Source Code You will…

When generating a bank slip for payments that require physical depositing at a bank (ie. cash and cheque) you can produce a report from the associated Day End Processing Reports section. However, if you only go to the bank less often than daily, you can create a Bank Deposit slip…

If you have regular people who give to your organisation, you may not wish to issue them a receipt ever time, however, you might want to set the client to be sent (for example) a 3 monthly receipt/statement. This is what the Special Receipt option is for when setting the…

Profiler allows you to define rules for receipting based upon the type, source code and amount (and a number of other fields). Using this receipt rules system you can define different receipt templates and methods for different types of payments, amounts and clients. To setup and manage your receipt rules…

From Profiler 9.1.11 (November 2021) Profiler supports instant receipting, we have since improved this functionality in 9.2.3 (March 2022) and again in 9.2.4 (April 2022) Until now, receipts had to be issued as part of the Day End Processing process (and this can still continue) however, you have an option…

You can define a template to be automatically sent to a client on their first time ever payment, this could be just a basic template or include details of their payment, as all the merge fields for both the client and payment are included as discussed here To set up…

If you have a regular payment for a client that needs processing of a payment, you can quick jump to the Payment Entry for this regular payment from the “…” menu under Client > Regular Payments From the “…” menu under Client > Regular Payment for the regular payment you…

You can email an individual payment receipt to a client (who has made a previous payment) via the Client > Payment tab When going to the client, in the “…” menu you will have a number of options available. If the payment has not been entered into a Day End…

After you have processed and entered all your payments for the day/period you need the batch them for reporting and receipting purposes. In Profiler this is called the Day End Processing (DEP) and there is 3 stages to this: Execute the Day End Processing Do the reports Do the receipts…

After you have processed and entered all your payments for the day/period you need the batch them for reporting and receipting purposes. In Profiler this is called the Day End Processing (DEP) and there is 3 stages to this: Execute the Day End Processing Do the reports Do the receipts…

After you have processed and entered all your payments for the day/period you need the batch them for reporting and receipting purposes. In Profiler this is called the Day End Processing (DEP) and there is 3 stages to this: Execute the Day End Processing Do the reports Do the receipts…

If a source code is set up to always have a regular payment associated with it (Setup > Payments > Source Codes) and a payment (somehow) has been allocated with the source code and NOT a regular payment with it, you will need to associate that payment with the regular…

If a payment is unknown detail, it can be assigned as an anonymous payment. Each site should have 1 anonymous payment client, and this client can be set up like a normal client with the name “Anonymous Payments” (or something similar). You can also set this client under Client >…