Payment + Receipts
Take Payments anywhere
Take any form of payment (with a compatible payment gateway). Tag the payment for a particular purpose, allocate it to a reason for payment and associate it with a particular mail-out the client received.
Profiler comes with complete tracking and reporting for all payments and is compatible with DGR (Tax Deductible) requirements
Paper + Email
Allow your clients to get a printed or electronic emailed receipt in your format and design using Profiler Templates
Give the option to only receive a yearly End of Financial Year receipt for payments rather than for each payment
Payment Entry can be handled over the phone, in person or using your website. All managed from Profiler with your payment gateway of choice.
Define rules such as if paid online, receipt by email. If greater than $500 generate a specific template. If giving to a particular reason, use a particular template Unlimited rules for you to customise your client experience.
Integrate Xero, MYOB
Integration with Financial Packages allows for per transaction or daily summary data to be sent to these systems for import.
Each payment in Profiler is defined as a Source Code – the source code is the reason the client is paying money.
All events, newsletters and forms of income should have their own source code allowing for easy year-on-year comparison
You can have rules to issue a different receipt and welcome letter the first time makes a payment.
Rules can be created for large donation or payments to have a different receipt template or text. Different memberships can also have different receipts
InstantReceipt send a receipt to a client when they donate, delivered in your branding, your template, your design, instantly and tracked to the clients email.
Up to the minute dashboard reporting for daily and monthly financial tracking with budgets and detailed breakdown reporting and trends.
Financial Year Statements
Generate one-off or bulk End of Financial Year giving statements for your clients for quick email or posting speeding up the Tax Return.