Let’s face it — we all want customers’ payment methods to work, especially when they’re on auto-charge. But sometimes they don’t. Common reasons include insufficient funds or expired credit cards.
This article explains two ways of handling this: sending a new payment link, or charging the invoice manually if the reason for the failure has been addressed (eg., insufficient funds).
We now have an easy-to-use flow to ensure that you get word out to your customer that they’re payment failed and to provide them a new link to re-enter valid payment information.
Your “Failed invoices” can be found under Billing > [n] failed invoice(s) . Click the red wording — it will take you to all your failed-to-charge invoices.
Select the customer’s name of the invoicing schedule you’d like to work on.
When in the invoicing schedule, you will now see a new button that says “Generate link for new payment details”. Click that.
This will take you to a pop-up modal that will suggest an email to send to your customer that will include the new payment link (the dynamic field that will populate the link is represented with {invoice_payment_link})
We encourage you to test send to yourself first to ensure everything looks good. Do this by clicking the Test Send button at the bottom of this modal.