Automatic Payments
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I was wondering about the different methods to automatically bill a customer the balance for an event 30 before the event start date.
It looks like I can set this up under to organization section it that correct? Is there anyway to accomplish the same task for customers who don't have organizations assigned to them?
The same question
Look in the email center for an automatic email for balance due. It will probably be inactive. Once you open it, you can set it for the default number of days before an event. If you want to customize it anymore than that. You can create your own automation to fulfill the same role
Look in the email center for an automatic email for balance due. It will probably be inactive. Once you open it, you can set it for the default number of days before an event. If you want to customize it anymore than that. You can create your own automation to fulfill the same role
You can set up an automation for this:
This only works if you're using Global Payments merchant services and only works if we have the card on file (such as they paid the deposit or paid on a previous event). This one requires two automatons to be created, and they must be in this order. The first one does the charging, and the 2nd one is optional if you want someone to get notified of any failures. Successful charge notifications are already handled by the Customer - Payment Received and Alerts: Payment Made.
Automation 1: Charge Card - Balance
Filter: Event Date next 1 day, Status: Confirmed, Balance Due greater than 0, has CC on file
Action: Charge card: balance due
Automation 2: Charge Card - Notify of Failure
Filter: [filter should be same as in Automation 1]
Action: Email - Card Declined
Other recommendations: You might want to have your Payment Reminder email come after the automation attempt. You might want your Deposit Received email to let them know that the balance will be auto-charged.
You can set up an automation for this:
This only works if you're using Global Payments merchant services and only works if we have the card on file (such as they paid the deposit or paid on a previous event). This one requires two automatons to be created, and they must be in this order. The first one does the charging, and the 2nd one is optional if you want someone to get notified of any failures. Successful charge notifications are already handled by the Customer - Payment Received and Alerts: Payment Made.
Automation 1: Charge Card - Balance
Filter: Event Date next 1 day, Status: Confirmed, Balance Due greater than 0, has CC on file
Action: Charge card: balance due
Automation 2: Charge Card - Notify of Failure
Filter: [filter should be same as in Automation 1]
Action: Email - Card Declined
Other recommendations: You might want to have your Payment Reminder email come after the automation attempt. You might want your Deposit Received email to let them know that the balance will be auto-charged.
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