Note: this is a new feature as of 5 June 2024

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.

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.

For this example, the test email looks like this: