Payments

Profiler supports the Pinch Payments payment gateway for use within Profiler. This allows for one off and regular payments using this as a gateway provider. To set up Pinch Payments you will need to get the relevant API details from the Pinch Payments portal – https://web.getpinch.com.au/ Navigate to the API…

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…

Profiler supports the Simplify payment gateway as provided by MasterCard and various banking institutions. To setup Simplify inside Profiler go to Setup > Payments > Accounts + Gateways and click Add New Payment Gateway In Gateway Provider choose Simplify Payment Gateway In Description give a description so you know what…

Profiler can send automatic notifications to Profiler users via email when a payment is entered based upon a number of criteria. To set up Payment Notifications go to Setup > Generic Parameters > Notification Setup Amount Specific (or Range) notifications This screen allows you to customise notifications on various events…

Profiler allows you to have receipt text on your email and paper receipt templates, which can change, rather than using the text hard typed onto the receipt. The benefit for this is that you can easily change the receipt text AND have different receipt texts for different payment types/amounts/source codes…

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…

This is the cards for the stripe payment gateway test NUMBER BRAND CVC DATE 4242424242424242 Visa Any 3 digits Any future date 4000056655665556 Visa (debit) Any 3 digits Any future date 5555555555554444 Mastercard Any 3 digits Any future date 2223003122003222 Mastercard (2-series) Any 3 digits Any future date 5200828282828210 Mastercard…

When adding a stripe payment gateway set up you will need to obtain the API key from your stripe control panel. Users with Stripe Administrator permissions can access a Stripe account’s API keys by navigating to the Developers section of the Stripe dashboard and clicking on API Keys You need the Secret Key for use…