Payment Collection Profiles

Q1. What is a payment collection profile?

• Payment collection profiles enable you to collect online payments from invoices. This also activates online payment footer in your Invoice PDF template.

Q2. How do I create a payment collection profile?

• Connect payment services then go to Settings → Digital Payments → Profiles → Collection and fill in the required fields:

  • Fill in the general details

    • Profile Name

    • Currency

    • Payment Account

    • Allow Partial Payments

      • Lets your customers choose how much to partially pay

    • Payment Methods

      • You can choose several payment methods from different payment services you connected.

  • Adjust Fee Settings

    • Track Payment Service Fees

      • Automatically records gateway processing fees

      • Choose COA for the fees and fill in description

    • Enable collection of fees from customers

      • Choose the fee type: percentage, flat amount, or both

      • Choose the COA

      • Input the percentage or flat amount

      • Enable VAT

Q3. How do I turn on partial payments for collections?

• Enable Allow Partial Payments during setup or you can also edit the payment profile.

Q4. How do I use collection profiles in invoices?

• Refer to collecting payments from invoices.

Q5. Where can I use payment collections?

• Invoices, subscription schedulers, and invoice schedulers.

Q6. Can I create multiple collection profiles?

• Yes. Create multiple collection profiles for different use cases.

• You can also use a single digital payment connection to create multiple collection profiles.

Q7. How do I edit a payment collection profile?

• Hover over or click a payment collection profile → 3-dot icon → edit

Q8. Can I delete a payment collection profile?

• Deletion is not supported. However, you can turn the profile inactive instead. Hover over a collection profile → Make Inactive.

Q9. How do I reactivate a payment collection profile?

• Go to Settings → Digital Payments → Profiles → Collections → Inactive → 3-dot icon → Make Active

Q10. Is it possible to track gateway fees from payment collections?

• Yes. Enable recording of processing fees in your payment profile under Fees Setting → select the Chart of Account → add a description.

Q11. Can I pass processing fees to my customers?

• Yes. In your collection profile, go to Fee Settings and enable Fees Collected and set fees by percentage, flat amount, or both. 

• You can assign different COA per method and include VAT in the fees.

Q12. Why can't I enable payment collections?

• Make sure you’re using a business account (APIs are usually only available for business accounts) and that your payment connection is active.