CategoriesFeatures

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.

CategoriesFeatures

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.

CategoriesGateways

Netcash (South Africa)

We’re pleased to release our integration with Netcash. Netcash (formerly SagePay) is a leading processor of Debit Order payments in South Africa. You can use Netcash to process your pre-scheduled Bank Debit Orders, Same Day Debit Orders and even pre-scheduled Credit Card payments. Additional features help you integrate with Xero and reconcile your Netcash account. All the full features of uCollect including Installments are available for use with Netcash.

CategoriesRelease Notes

New Menus

We have updated our menus to make them more intuitive and added some new options.

Some things haven’t changed:

  • Our main screen is still the Search Contacts option, and this is still it’s own item on the root menu
  • Clicking on your organisation name will show you a list of the organisations you have access to and let you add a new one
  • Logout will still do just that!

There have been no other changes to the way things work – they are just in a new place. The most significant change is that the Collection History screen is now under the Reports menu and the Process Now function is now under the Actions menu.

Here’s a run down of the other menu options:

Edit

  • User Profile – change your user name, email address or password
  • Organsation Settings – available to admin users only – change your organisation settings, billing options, users and gateways

Actions

  • Process Now – activates the collection routine now – was previously on the Collection History screen (same as the Generate Now button)
  • Reload Data – reloads data from the accounting system – was previously on the Search Contacts page

Reports

  • Collection History – view the past collection batches and drill into the batch detail
  • Installments – see a list of upcoming installments (was previously underneath the Collection History table)

Help

  • Help for this page
  • Knowledge Base
  • Contact Us

We know that any navigational change can be disorienting at first, but bear with us. It will become second nature in no time. This change in menus prepares us for some new options coming soon!