GagaClass - Payment Profiles

GagaClass – Payment Profiles

1.) Go to your Dashboard and click on “Account Receivable”:

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2.) Click on “Payment Profiles”

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3.) There are 2 sections “Credit Cards” and “Other Payments”

Under Credit Cards there are three subsections:

Processing: Payment profiles that are still proceeding and the terms of the payment is not completed.

Pending: Payment Profiles that has not started yet will be under pending.

Processed: Payment Profiles that have completed it terms.

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4.) For active and pending payments you can find more information about it the profile if you expand it.

Status: There are options to turn off payment profile by clicking on the status.

AutoRenew: Set the payment profile on AutoRenew or not.

Action Items: More Details, Mail, and Payment Type Conversion.

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5.) Click on “Pending’ to see all payment profiles that has not started:

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6.) Expand the payment profile to see more information about it

 

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7.) Click on “Processed” to find the completed payment profiles.

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8.) In “Processing” and “Pending” tab of “Credit Card” there is an option to convert the credit card to cash payment. Click on the opposing arrows icon to begin the conversion (third icon).

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9.) Click on the first icon, magnify glass icon, to see the transactions of the payment profile.

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10.) Go to “Other Payments”

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11.) Like Credit Card section, there are action items for each payment profiles (transactions list of the payment profile, mailing payment info, and converting payment type).

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*If you have any questions on technical questions you can contact support at customersuccess@fitsoft.com

 

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