An automatic or scheduled payment can sometimes fail for a variety of reasons, such as insufficient funds in the payer's bank account, expired card details, or other technical issues.
With failed payment settings, you can automatically send an SMS or email notification to invoice payers when their payment fails and automatically retry processing at a time of your choosing. By notifying payers of a failed payment, you can alert them and give them time to resolve any issue they may have.
When enabled, failed payment notifications and automatic retry can:
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Boost payment certainty
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Improve cashflow
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Remove time spent on manually following up failed payments
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Separate the clinical and financial relationship between you and your patients.
Important
If your payment processing is set to Manual, your failed payment settings apply only to payment plans and scheduled payments for individual patients.
Note
SMS notifications require Halaxy credits - 1 credit for the first 160 characters and 1 credit for every 153 characters subsequently.
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First, create the SMS and/or email communication template for the content of your notification.
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Click Settings > Payments.
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Under the Payment Processing section, click the
cogwheel icon.
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In the pop-up, configure the following:
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Payer Notifications: Select Enabled.
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Delivery Method: Select how you want to notify patients of failed payments.
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Email Template / SMS Template: Select the communication template/s you created in Step 1.
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Automatic Retry: Select Enabled.
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Retry After: Enter the number of hours to automatically process the payer's invoice payment again.
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Click Save.
Your failed payment settings are now set and automated.
Note
Automatic retrying of invoice payments can only be performed once. If the retry still fails, the invoice payment will need to be manually processed.
Updated