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,

  1. Go to Billing Setup.
    1. Chameleon users: In the side menu click Billing Admin > Billing Setup.
    2. New CMS users: In the side menu click Business Tools > Billing Setup.
  2. Under Email Reminders, set the Automatically email the account if charging their Credit Card fails drop down to Yes.

  3. Click Save Changes.

Example email:

See Also
Sign up for ACH and Credit Card processing
On demand charges and payments for Admins