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If a valid payment is processed, retry terms are reset for the related account and they will process as normal during a bill run. Likewise, if payment retry processes an account and is able to process the card, the process is reset as well.
Retry Terms is reset any time balance goes to zero and the following items occur:
Adding payment or 2. Adding Credit or 3. Reversing a Charge.
Adding Payment Retry Terms
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Ensure that the correct payment method is associated with the account. In the case of Payment Retry Terms; Credit Card
In the case that you need to send an email to a contact on the account (Billing, Administrative, etc.) ensure that the appropriate contact type has "Email Contact" checked
The Profile Question associated to the Action of "Email" should have no spaces in the title
Ensure that the Profile Question has the following fields checked/complete:
Name
Question
REQUIRED (checked)
ENTERED and DATA TYPE : Text
Ensure the email message fields are properly populated:
Name
Subject
Body
FROM Name
FROM Address
CONTACT TYPE (the Customer contact that will receive the email)
Ensure that when configuring a Bill Run, ensure the following conditions are met:
The Payment Methods you are charging are checked off in the Bill Run configuration (i.e. Credit Card, E Check Token, Credit Card Token, ACH)
If you have Payment Terms associated to an account: Run Payment Term is checked
If you have Payment Retry Terms associated to an account : Run Payment Retry Terms is checked
When configuring the order in which actions will take place in Payment Terms and Payment Retry Terms use a value greater than zero, e.g. 1 or greater 'days since first decline', zero days would not be 'overdue'
When configuring a Card Processor under the Setup page ensure that TEST MODE is unchecked after you have finished testing Credit Card processing
Alert: TEST MODE should only be modified on a Dev/Test environment so that live users/customers are not impacted