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...
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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...
Read morePartial 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...
Read morePassing 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...
Read moreNew 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...
Read moreStripe 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....
Read moreChanges to the Add/Edit Contact and Invoice list
We’ve just released our updated Contact an Invoice dialog box. What was previously two separate dialogs (one for the contact and one for the invoice) has now been combined into one tabbed dialog so that you can more easily move between the data you need to manage for each contact. Plus, we have also added a history tab, so...
Read moreChanges to our invoice processing rules
In order to protect you from accidentally double-collecting any of your customer’s invoices (this can easily happen if a payment is removed from the accounting records and not re-created immediately) we have now implemented two new tests to detect and prevent us from collecting an invoice more than once. If we have previously made a successful collection on the...
Read moreStripe Updates
We recently released an update to our Stripe integration. While the changes are generally invisible to the user they do help improve security and the sign-up process. We are now using Stripe Connect to authenticate your Stripe Account (rather than the old method of having to locate your API keys) as well as stripe.js which is a more secure...
Read more2017 updates
So from our blog posts it looks like we’ve been doing nothing all year. But this is not really true. We have been lots behind the scenes but none of it has been major releases or news worthy, so we haven’t bothered posting about it. In the past year our development team has moved to a new coding platform,...
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