Need Payment Failed Notifications - Flags
complete
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Amber Boyd
Could there be an option to flag a client for outstanding billing, as well as sending us a notification that their payment failed?
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Amanda Aparicio
updated the status to
complete
We now include a new section on the "Daily Payments Summary" email for payments that have failed on invoices.
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Amber Boyd
Amanda Aparicio Do we have an outstanding balance flag on the client page for clients that owe?
Amanda Aparicio
Amber Boyd: not in this iteration, no, but I created a follow-up post!
Amanda Aparicio
Merged in a post:
Billing Enhancements Needed
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Kim Rondina
Please hear this as constructive feedback for transparency.
If an autopayment failed, there is NO action taken by FC to collect payment on our behalf.
AND the process then to go send a manual invoice is NOT clear.
I LOVE having billing in house, but if you are going to charge the same rates as say stripe, you should provide similar level of service. Which includes a series of attempts to charge client, email communication to provider that is DIFFERENT than every other email notification we get or even consider flagging the client on our client list.
Big picture, the current system lacks support in capturing revenue due. And puts the burden on us to navigate a not so transparent billing section to figure out how to get paid.
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Amber Pert
Agree.
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Merged in a post:
Notify a Client when Payment has Failed
Amanda Aparicio
If a payment method fails, notify the client via email or SMS so that they can go in and input another payment method
Amanda Aparicio
Merged in a post:
Include Failed Payments in Payment Summary Email
Amanda Aparicio
In the Daily Payments Summary email, include a section about which payments have failed so that folks can action on what to do next
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Amber Boyd
Our clients are automatically billed monthly for services. We also do one time services, but that is not necessarily what this would be for. If they are overdue on billing, it would be nice to receive a notification that a client is overdue, as well as see that flagged on their account without having to go into the billing tab to check. We don't work for free!
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Arielle Helkowski
This would be very helpful!
I often bill catchup projects in installments, sometimes payments fail but no email is ever sent to me if the payment is set for card. (ACH returns do email).
Additionally, it would be very helpful if the invoices that have a payment failed status would change over to overdue or outstanding either the same day for outstanding or the next business day for overdue. It would also be helpful to have the option to manually mark an invoice with one of those statuses if they dont automatcially do it.
It would save us time from having to remember to manually check for failed payments and give us a more accurate view of our A/R for the firm.
Amanda Aparicio
Arielle Helkowski, in case it's helpful, we do have a "Payment Failed" status on invoices where the payment fails to go through (see screenshot). But it sounds like the main pain point is being notified when a payment fails (or some other indicator in a place that makes sense) to make it clear that you need to follow-up with the client on their failed payment. Is that accurate?
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Arielle Helkowski
Amanda Aparicio I'm sorry I'm just seeing this now. It's honestly a two-part issue:
The first definitely being notified when a payment fails on the firms side for all payment methods, and the second issue is that any invoice that was set to recurring & the payment fails does not change to an overdue status- even when the invoice is edited to "send invoice to client". This makes the outstanding/overdue status dashboard inaccurate and more or less useless for those of us who primarily use recurring billing with our clients.
Currently, if I truly want to look at the invoices that are overdue and outstanding I have no other choice but to use the "Payments failed" filter option as well as selecting the other two statuses if I need to view all of outstanding A/R in one screen. It'd just be helpful to have the failed payments add an outstanding or overdue status automatically (or even the option for us to manually tag it as overdue is fine too).
It would also be great if we could send automatic emails to our clients when the payment fails just in case its a matter of bank card exp dates, etc.
Thanks :)
Amanda Aparicio
Amber Boyd, I have a couple of follow-up questions, if you have the time!
- Do you typically bill your clients on a project by projectbasis? Or do you send one bill and do many projects as a result?
- Where would this information be most helpful to see and why? Like, at what point in your workflow would you want this information in order to make a decision?
Looking forward to hearing from you or anyone who has upvoted this post!
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Arielle Helkowski
Amanda Aparicio I think it would be helpful to view this on the client list as a check box or flag for outstanding invoice or payment failed. As well as perhaps a banner of some sort on our clients dashboard, there it could just be a little red flag to check billing.
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Tricia Compton
Amanda Aparicio 1. I primarily bill monthly for contracted services which vary. And only occasionally for one-off projects outside of that scope. 2. Ideally I'd like to see the Client's name appear in red or another color if their payment fails. It would be impossible to miss. Alternatively, an email alert would suffice. Thanks.
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Amanda Ethier
Amanda Aparicio We bill monthly for the year's services. And occasionally for one-off projects. Besides scanning the payments tab for 'payment failed' it would be good to get an alert so our admin could be notified ASAP.