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Purpose: Understand how many ACH and Credit Card charge attempts can be made when repeat declines are occurring.

ACH Policy

  • Single attempt per week

  • Stop after 3 consecutive failures

    • Ex: Failure Week 1, Week 2, Week 3 = STOP

Credit Card Policy

  • Single attempt per week

  • Stop after 6 consecutive failures

    • Ex: Failure Week 1, Week 2, Week 3, Week 4, Week 5, Week 6 = STOP.

New Payment Method Added

  • If a new payment method is assigned to a scheduled payment, the failure count will reset

    • Ex: CC Failure Week 1, Week 2, Week 3, New Payment Method Added = Failure Count Resets to 0

Insufficient Funds (NSF)

  • If a single invoice has two NSFs, the payment method will be unscheduled

    • Ex: Invoice 1234 has NSF on Payment Date 1, Invoice 1234 has NSF on Payment Date 2 = Payment Method Unscheduled.

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