2020

Ucollect :2020
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Quickbooks Online Integration

uCollect was created to fill a need for Xero users. Now uCollect also helps Quickbooks Online users to better automate their receivables.

While Quickbooks already provides ability to collect payment by Credit Card or ACH in the US, uCollect offers further benefits over the built-in functionality including:

  • Ability to choose your own processor (not the one that Intuit gets paid by)
  • Ability to use text file uploads to save on fees (if your bank supports this – very common in Australia)
  • Establish Installment Plans
  • Ability to on-charge credit card fees to your customer
  • Temporarily suspend collection at the invoice or contact level

In addition, you can log into uCollect using your Intuit credentials.

All of the same features that have been available to our Xero users are available to Quickbooks Online users, apart from integration with Quickbooks Pay Now (we give you a URL that you can put on your invoices or statements).

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Are you getting paid during the lockdown?

A lot of businesses are shut right now with staff at home. I’ve heard it said that the people that get paid are the ones that scream the loudest. But that’s not true! The people that get paid are the ones who have been given permission to take the money out of their customer’s bank accounts.

uCollect might as well advertise itself as an “essential” service! If you’re business has been hit with an increase in unpaid invoices due to the lockdown, then it’s time to look at automating your collections so that you’re not the one on the sidewalk begging for funds!

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Partial Payments

Everything that we do here at uCollect is designed to get you paid in full without effort. So even though we support Pay Now transactions, we still prefer to get your customers sign up for automatic collection. Accepting less than the amount due, unless you’ve agreed to an automated payment plan, doesn’t meet that objective!

However, we’ve received feedback from several clients that accepting partial payments on the Pay Now page is desirable. So, to that end, we have released our Partial Payments feature.

This is completely optional, and by default it is off. But if you want, you can enable Partial Payments from the Organisation Settings (Edit menu).

Checking this box will enable Partial Payments in your Pay Now screen.

This setting has no effect on your automated payment cycle – this will continue to collect the amount due or the installment amount as always.

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Passing Fees on to Customers

Today we have released our most heavily requested feature: Passing Fees on to Customers.

You can read the full help article here: https://ucollect.helpscoutdocs.com/article/61-charging-fees-to-clients

Now you can setup a fee formula ($ and % of the collection amount) that will be added to the collection.  You set this up in your gateway profile page.  Then all new customers who are connected to this gateway will have the fee disclosed and added, including on the Pay Now page.

For complete flexibility (and to deal with that whining client that just can’t stop complaining) you can deactivate at the customer level should you need to.

Please note that if you configure this on a gateway that already has customer assigned to it, these customers will NOT be automatically configured.  You should ensure that they have consented to the charges (as for automatic customers they won’t be confronted with any disclosure).  If you have lots of customers that you need to activate please contact support and we can assist you.

As always, if you have any questions please use the Contact Us page or help beacon within the app.

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