When a Credit Card or ACH fails for a subscription invoice automatically made the customer gets an email notification with a Pay Now link for them to update their information and make a payment. If you are taking a manual payment the customer does ...
Who gets notified when a customer makes a payment online? In the Invoice Settings - https://app.workhorsescs.pro/user-settings/invoices Anyone with the Accounting Setting in their user profile will get these invoices.
Deposits slips are located under the Accounting Tab on the left hand side then Transactions and click on Deposit Slip. Or you can click her: https://app.workhorsescs.pro/deposit_report
DECLINED CREDIT CARD If the card was declined and a new card is entered, the invoice will have to be sent out manually. The new card will be saved and used toward future invoices for that subscription. The way we store payment methods is via ...
HOW TO ISSUE A REFUND Go to the Accounting tab Click on Transactions Click on the Transaction You Would Like to Refund Refund It will then ask you how much you want to refund, clicking "Set Refund Payment Amount" will set the amount to the ...