Payment Method Errors

When you create Invoices for clients who have a debit or credit card on file, the transaction is handled by Stripe (our credit card processor). Occasionally some of these payments can fail. 

TABLE OF CONTENTS

• Where can I view a Client's Payment Method Error?
• How can I inform a Client that their Payment has Failed?

When you first create an invoice, any payment failures are identified via error messages in the Unpaid Invoices report.

Payment method errors reported by Stripe are stored against the invoice in Pet Sitter Plus and these errors are then displayed in the Unpaid Invoices Report. The error messages are date and time stamped.

Tip: Payment Method Error messages can help the business owner identify the reason a client's payment has failed. Examples of card payment failures could be:
Card expired
Insufficient funds
No card on file
Invalid Accounts
Payment requires customer action

Where can I view a Client's Payment Method Error?

Client Payment Method Error messages can be viewed from The Unpaid Invoices Report.

Navigation: Invoices > Unpaid Invoices Report

• Click on the Unpaid Invoices Report.
• Enter data parameter required.
• View the Payment Method Error message that relates to each individual invoice.

Tip: If a Client Payment Method has failed, you can choose to email directly from the Unpaid Invoices Report to inform them that their payment has failed.

How can I inform a Client that their Payment has Failed?

Note: To inform your clients that you have received a Payment Method Error notification, you will need to set up a standardized email template which you can create and save for future notifications of this type. An example of a Payment Method Error Email Template is shown below:

Navigation: Invoices > Unpaid Invoices Report

Step 1

• Access the "Unpaid Invoices" report.
• Select check box adjacent to the Client you wish to email.
• Click "Email."

Step 2

• From the Email Template drop-down list - Select your "Payment Method Error" email template.
• Click "Send Email."

Your client will receive your email notifying them that their payment has failed and the necessary action to take.