Failed Payment Methods

Summary

The Failed Payment Methods Report shows all AutoPay customers whose last payment failed.

Customers appear in this report any time a transaction is declined, or if they do not have a payment method on file. If the user attempts to run the payment method again and it’s successful, the customer will be removed from the report.

Accessing the Failed Payment Methods Report

To access Failed Payment Methods report, go to:

Reporting > Office Reporting > Failed Payment Methods.

Filtering the Failed Payment Methods Report

To filter the Failed Payment Methods, toggle these filters.

• Customer ID: Limit results between specific dates in the Failed Payment Methods.
• Last Four: Search for the last four of the payment card number.
• Balance: Filter the report by customers that owe balances greater than a certain value.
• Payment Method: Filter the report by a specific payment method.

Select Refresh to run the report.

Viewing the new Failed Payment Methods Report’s Data Columns

The Failed Payment Method Report can display several data columns.

• ID: The customer’s unique identification number.
• Customer: The first and last name on the customer card.
• Phone Number: The phone number on the customer card.
• Status: The status of the payment method on file.
• Last Four: The last four numbers of the payment card on file.
• Expires: The expiration date for the payment card on file.
• Notes: Any billing-related notes applicable to the last transaction. This may include an error message returned from the payment processor.
• Balance: The balance on the customer’s account.
• Payment Method: The payment method on Autopay with the customer.

Select the up and down arrows to order the report.

Exporting a Failed Payment Method Report

To export a Failed Payment Method Report as a CSV File, select Export to CSV.