Admin Level: Super User

There are several ways to view which credit cards failed on the team billing side.

List of transactions in Invoices & Payments

  1. In the side menu click Billing Admin > Invoices & Payments.
  2. Set the Account Status filter to Active.
  3. Set the Fees paid by filter to Credit Card.
    Invoices & Payments filters
  4. Click Search.
  5. You will see the Success or Failure status of each credit card in the far right CC/ACH Status column.
  6. To see details of failures, click the red view link in the Acct Balance column.List of credit card transactions
  7. In the PAYMENTS MADE THIS MONTH section, you will see the message returned by the card holder's bank.
    Payments made this month

Printed report

  1. In the side menu click Billing Admin > Reports.
    Rec Inv Sum screen
  2. Click the CreditCard_Processed_Summary-YYYY-MM.pdf report link for the month you want to see its failed transactions in PDF format. The .Sec.pdf reports are for those with secondary bank accounts.
    Credit Card Transaction Summary

When a failure lists a vague message such as "Issuer Declined," the cardholder will need to contact their bank to find out specifically why it failed. We are only passing along the message.

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See Also
ACH Status - failures and processed amounts
Credit card expiration failure and report
Lessons: Find and fix credit card failures in monthly billing