Regular / Subscriptions

If you send an ABA/Direct Debit file to your bank for processing regular payments, you will need to tell Profiler that the payments are successful (or declined) to roll the payments over to the next due date (if successful) From Regular Payments > Direct Debits choose On Screen Processing From…

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 best practice is to make a regular payment (gift/membership/subscription) inactive should it no longer be required. However there is some occasions where you will want to delete a regular payment (ie. duplication) Inactivation To inactivate a regular payment go to the Client > Regular Payments (this might be renamed…

When automatic payments fail – they will remain overdue. You can set Profiler to send email alerts to clients notifying them of a bounced payment using a Profiler email template. You can set this workflow up at Regular Payments > Payment Gateway Failures This process is triggered when an automatic…

Some of your clients may choose to externally put a regular payment into your bank account (ie. Profiler is not responsible for initiating the payment of regular payment) and we call this a External Created regular payment. Method of Externally Managed Payment You have 2 methods of externally managed payments…

If you are storing automatic payment details for a regular payment/subscription/membership you have the option (if your payment gateway requires) to send out reminders to clients to update their credit card details and provide new Expiry Date information. How what method to receive reminders When a client has a automatic…

In some situations you may offer a $0 subscription or membership (ie. complimentary). For this to be processed, it needs to be entered as a $0 payment, however, by default Profiler won’t allow a payment for $0. Release Feb 2022 brings an option for detected regular payments/subscriptions that are set…

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…

If your site has set up a subscription/membership source code(s) under Setup > System Wide Settings and the Subscription Source Codes tab, you will be then activating the subscription/membership centre in Regular > Subscription Centre Depending on your different membership/subscriptions types, it will vary from the screen above (as each…

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…

Profiler gives you a number of tools to manage your overdue clients who have set up regular payments. This can be in the form of a report OR using the overdue management process inside Regular Payments module. Each night – Profiler will analyise your regular payments and put them into…

If using the Subscription / Membership Centre you can send out automatic email reminders for when a client has a subscription/membership that is up to becoming overdue, is due, or has lapsed. You can set this functionality up in Regular > Subscription Centre and in the Subscription Centre Group Options…

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…

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…

When processing a membership or subscription via the RAPID integration, we provide the option now for the effective start date of the subscription/membership. When processing the RAPID payment (after the selection of the client) the field Effective Start Date – this value will be the start date of the membership/subscription,…

You can send out Electronic and Paper (post) reminders for subscriptions due over a date range using the subscription Centre. Go to Regular > Subscription Centre > Subscription Centre Group Options > Renewal Reminders You are presented with a number of options when generating the Renewal Reminders The most critical…

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 >…

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…

This document outlines new functionality on expiring old subscriptions when a new one is set up. This is a common “catch all” situation preventing a new subscription being taken out and the old one lapsing. Upon a payment being made for a Subscription – the Post Payment Checker will launch…