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Watch the video or scroll down for step-by-step instructions.

 

Tiers: All

 

 


 

Step-by-step instructions . . .

 

  1. This feature is always enabled for your customers. When any payment fails, they'll receive an email with the amount due, due date, and a link to submit payment again. This applies to both payments you process on their behalf and failed AutoPay transactions.

Email notification to your customer

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  1. If customers submit payment manually for an invoice and that payment fails, they won't receive an email notification since they've already seen the failure message on the payment screen.

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Manual failed payment notification

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  1. For pool professionals, here's how to get payment failure notifications: On the website, go to Settings and then Payments. You'll find a toggle option to email your office daily reports of failed customer payments. These reports will be sent to your alert email address (configured in General Settings). When payments fail, you'll receive an email the next day with a summary. Click the link in the email to view the Payments screen, where you'll find the relevant failures already filtered for your review.

Toggle option to email

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Email with link to payments screen

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Payments screen displaying failed payments

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Last updated on February 12, 2025

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