Billing: Email account automatically when credit card fails
Admin Level - Financial Admin Full Access
When a credit card fails for an account during the monthly recurring billing cycle or when attempting an on demand payment, you can have SwimOffice automatically send an email letting the account know their credit card failed. To turn on,
- Go to Billing Setup.
- Chameleon users: In the side menu click Billing Admin > Billing Setup.
- New CMS users: In the side menu click Business Tools > Billing Setup.
- Under Email Reminders, set the Automatically email the account if charging their Credit Card fails drop down to Yes.
- Click Save Changes.