Features / Payments + Receipting
Payments + Receipting
Accept payments across every channel, tag and allocate them, and issue receipts in your own branding — with complete financial tracking and DGR-ready statements.
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.
Paper + email receipts
Allow your clients to get a printed or electronic emailed receipt in your format and design using Profiler templates.
Yearly only
Give clients the option to only receive a yearly End of Financial Year receipt for payments, rather than a receipt for each payment.
Payment entry
Payment entry can be handled over the phone, in person or using your website — all managed from Profiler with your payment gateway of choice.
Receipt rules
Define rules such as: if paid online, receipt by email; if greater than $500, generate a specific template — and much more.
Integrate Xero, MYOB
Integration with financial packages allows per-transaction or daily summary data to be sent to these systems for import.
InstantReceipt
InstantReceipt sends a receipt to a client when they donate — delivered in your branding, your template and your design, instantly, and tracked to the client's email.
Reporting (EOM)
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.
