Regular Payments and Subscriptions

If you run regular payment types in Profiler, this could be for Subscription or Membership Types as well, this would be deemed a “Regular Payment Type”. This allows you to create a sub-category of your regular payments based upon a particular value (ie. Standard Membership, Concession Membership etc). These values…

The Westpac PayWay (REST) gateway can be used for processing Credit Cards and Direct Debits with Profiler. The PayWay REST implementation does require a little bit of configuration before being used with Profiler and this article outlines the tasks required. To set up the Payment Gateway go to Setup >…

To strengthen PCI compliance on Profiler Version 9, you can now use the Stripe system to manage all tokenisation (handling) of client credit cards. This means no client card data touches your Profiler system. To optionally enable this function (for Stripe) users, go to Setup > Generic Parameters > Regular…

When you have automatic regular payments that fail – Profiler has a number of options that can happen when the failure has occurred. This document outlines the options that are capable on the failure of a regular payment. After a regular payment has successfully processed the “failure” counter is reset…

If you are using the Credit Card Expiry reminder system – you can specify on clients how they receive their reminders should the credit card be due expire. You can set the default option for this (as to whether clients receive it by paper or electronic/email) methods at Setup >…

When using the batch regular payments to process your regular payments, you can specify the payment method that these will be allocated against. To set the payment method for regular batch payments go to Setup > Generic Parameters > Regular Giving Settings In the settings for Set All Payments Made…

Profiler has the option in Setup > Generic Parameters > Day End, Payment and Receipts to generate reminders as part of the Day End Processing that happens. This allows reminders to be generated for regular giving that are due in 14 days and overdue. If this feature is enabled, the…

The Subscription Centre (which may be renamed in your system) allows you to manage your subscriptions/memberships, produce reminders and follow up your members, however, after they have lapsed after a non-payment, you can define a time and these can be automatically expired/made inactive. To set this feature up – go…

When you are defining a regular payment, which could be a subscription, membership or just gift, you can define it a regular payment type. Commonly this is used for different types of memberships/subscriptions, or used for defining gift platforms. If using the subscription centre, each Regular Payment type will be…

From Profiler November 2021, a Dynamic List is automatically created once you have defined your source codes for your Subscription/Membership Centre. This allows for quick searching and emailing of these clients. There is 2 pre-build Dynamic Lists: All Active Subscriptions – which is all clients who have an active Subscriptions…

Automatic Deducted regular payments that are processed via a Payment Gateway (Credit Card or Direct Debit) need to have a payment method associated with them for the payment to determine what the Payment Method was for the transaction. From Setup > Payments > Payment Methods You will see your list…

You can customise the terms when using the Subscription Centre/Membership Centre when seeing the clients as Financial and Unfinancial. A Financial client means that the client has a current Active Subscription/Membership. A Unfinancial client means that the client has a lapsed Subscription/Membership A Never Had client means that the client…

When creating a regular payment (Client > Regular Payment) which could be a regular gift, subscription or membership, you can define regular payment types that can be pre-selected. If you have pre-defined types you will see them available for selection when creating a new Regular Payment under Client > Regular…

In Profiler, all payments need to be allocated a Source Code. These tell Profiler, operators and various reporting what payments have been taken for. Your subscriptions and memberships (if applicable) should have source codes defined for them. Most often, there is just one source code needed for each, and this…

If you have clients who have regular payments and those payment details are invalid (expired/stolen card etc), Profiler has the capacity to have a template to send to a client allowing them to update those details. Pre-Setup for Portal To enable this feature, you need to go to Setup >…

If your banking provider allows for direct debit ABA file uploads, you can tell Profiler about your bank accounts and the details needed for exporting out the ABA file with the BSB/Account Number and amounts for uploading into the banking plaform. For the bank accounts that you will be using…

There is some expiry reporting options that are available for subscription centre that is available on Regular > Subscription Centre > Subscription Centre Group Options > Expiry Reporting (Note: on your system Subscription Centre may be been renamed to Membership Centre) This knowledge base item outlines some of the options…

This document outlines setting up a client site to have the automatic due regular payments to run daily – unattended. Some sites prefer to use the Regular > Credit Card payments option, however, this process can be set to run in an automated session at around 4am daily. Instructions to…

Profiler has the ability to send a pre-defined email on new or renewal of subscription/membership, including merge fields. You can set up templates in the Setup > Templates section using Email or External Templates. This article explains how to set up Profiler to define which templates to send. Define which…

You have the option to give all Active Subscribers/Members a Role Code (as set up under Setup > Client > Role Codes), for when they are deemed an active member or subscriber of your organisation. You can set up which role code and the expiry of this code via the…