Page Comparison

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1. Adding payment or 2. Adding Credit or 3. Reversing a Charge.

Requirements:

In order to set the retry date on the user so the payment method is not continually processed by a bill run, you must make use of the NextTry script. This looks for the profile question ‘DaysBeforeNextRetry’ and will set the next try date in the database as Today + DaysBeforeNextRetry. When the billing process reaches or exceeds that next try date, it will attempt to process the card again. If that date is in the future, it will not attempt to retry the payment processing.

//Set Retries
User user = (User)context["user"];
var profileQuestionName = "DaysBeforeNextRetry";
//Set the next retry date based on the profile question answer
var userPaymentDecline = user.GetUserAttributePaymentDecline();
var daysBeforeNextRetry = Convert.ToInt32(context[profileQuestionName]);
if(userPaymentDecline != null){
	var nextTryDay = SystemDateTime.Now.AddDays(daysBeforeNextRetry);
	userPaymentDecline.NextTry = nextTryDay;
	userPaymentDecline.Update();
	return true;
}
return false;

Adding Payment Retry Terms

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1. Ensure that the correct payment method is associated with the account. In the case of Payment Retry Terms; Credit Card

2. 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

3. The Profile Question associated to the Action of "Email" should have no spaces in the title

4. Ensure that the Profile Question has the following fields checked/complete:

   • Name

   • Question

   • REQUIRED (checked)

   • ENTERED and DATA TYPE : Text

5. 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)

6. Ensure that when configuring a Bill Run, ensure the following conditions are met:

   1. 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)

   2. If you have Payment Terms associated to an account: Run Payment Term is checked

   3. If you have Payment Retry Terms associated to an account : Run Payment Retry Terms is checked

   4. 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'

   5. 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