Features

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.

We’re pleased to announce Release 1.5 of uCollect with the new Invitation feature. Now you can send an invitation to a contact to have them sign-up for pre-authorized collection. They can’t just pay one invoice and stop. You can select which gateway(s) you invite them to use (if you have more than one) and you don’t even need an invoice in the accounting system yet. All you need is at least one gateway setup for Pay Now and you’re away. Click here for more details.

Now you can see the uCollect status of your Xero invoices and contacts right from within Xero! You need to be using Google Chrome as your browser for this feature to work. You can install it (at no cost) from the Google Chrome store by searching for “ucollect”.

Once installed, the extension will display the invoice or contact status from uCollect at the bottom of the invoice and contact display screens. You can see the gateway that the contact is assigned to (or that no gateway is assigned) and whether the contact or invoice is suspended or the invoice has an installment plan. You can also click through to uCollect to change any of the settings as well as to the Pay Now screen (if set up). This would allow you (for example, and subject to correct gateway setup) to take Credit Cards or ACH payment over the phone in a few easy clicks!

When you are viewing an invoice the extension will show you the uCollect Status for this invoice:

• Enabled (Gateway Name) – this contact has been enabled for automatic collection using the specified gateway
• Not Enabled – this contact has not had a gateway attached
• Contact Suspended – a gateway has been attached to this contact but collection has been suspended for all invoices
• Invoice Suspended – a gateway has been attached to this contact but collection has been suspended for this invoice
• Installments (Gateway Name) – a gateway has been attached to this contact and an installment plan has been loaded against this invoice

If you click on the Status you will be taken to the uCollect screen with the current contact displayed.

If you have Pay Now enabled in your uCollect organization then you will also see a link to the Pay Now screen. You can use this (if properly configured) to accept credit card or ACH orders over the phone!

Please note that should Xero change their web interface this extension could stop working.

This extension does not change any of the data in your Xero ledger, and only adds code to the xero.com site presentation layer. It does not impact any other site, submit any data to Xero.com or change any of your data displayed. It simply adds a few bits of additional and useful information connected to your uCollect.biz account.

If you are not seeing the uCollect data please ensure that the email address you use to log into Xero is registered as a user in the uCollect.biz account for the same ledger.

If you need support for this extension please log into uCollect.biz and use the “Get live support” app on the site.

We’ve added a handy “Sign in with Google” button to our sign-up and login pages.

If your uCollect login is the same as your Google+ email address then you can log in with two clicks.  You will still need to create a password as part of your uCollect user profile (so that you can sign in without this option), but this will certainly make it easier for Google+ users.  If you want to change your uCollect user settings so that it is the same as your Google+ account you can do this by clicking on your profile name in the uCollect banner.  If you don’t have a Google+ profile – too bad!