Ucollect :Articles by: uCollect
CategoriesFeatures
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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.

CategoriesGateways
byuCollect

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
byuCollect

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!

CategoriesGateways
byuCollect

Stripe ACH now available in uCollect

We are pleased to announce that our Stripe integration now supports ACH Bank Account Debits for US users.

If you have a US-based Stripe account you do not need to do anything extra in Stripe to activate this option. But in uCollect you need to install the Stripe ACH gateway, which is separate from the Stripe Credit Card gateway.

There are a couple of nuances to the Stripe ACH operation that you need to know:

  • Your customer must verify their bank account. When they (or you) set up their bank account Stripe will make two small deposits into their account of a few cents each. We will send them an email so that they can respond once these show up (can take a couple of days). Once they have submitted these two amounts back to us Stripe will verify the account and make it available. We can’t process any payments until the account has been verified.
  • If your customer fails to verify their account within 14 days we will cancel the process and they will have to start it again.
  • Stripe ACH is not available for Pay Now one-off transactions.
  • Stripes fees are 0.8% per transaction, with a cap of $5. It’s great for casual payments, but gets expensive if you’re doing lots – get cheaper rates with no account verification with our Forte integration
  • Our “Calculate Commission on Settlement” feature currently does not allow for the $5 fee cap.
  • Stripe ACH is only available within the US to US account holders.

See our full Stripe ACH help page for more details.

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