How to View Expired Payment Method Reminders

Owned by Chris Gipson (Unlicensed)
Mar 19, 2023
1 min read

  1. Sign in to a PlayerFirst website.

  2. On the left navigation, click Sales > Payment Plan Status.

  3. Select date range and click Filter.

  4. Scroll down to the Past Due section.

  5. If the Method column shows None Authorized, a new payment method needs to be authorized.

  6. If the CC Exp. column shows a date in the past, a new payment method needs to be authorized.

  7. Select the invoice and click Preview Reminder in the Actions column.

  8. The preview will show the email and details sent to the customer.

  9. To send a message to the customer, see How to Email Outstanding Payment Reminders.

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