Notifications for Scheduled Payments

Notifications for Approved Transactions

For all approved scheduled payments, your customers will receive a receipt via email notifying them of the charge that was made to their credit card. Please note: you must add an email address to the customer's profile to ensure they receive these receipts.

To receive an email notification for all approved transactions as well:

1. Go to your Account Settings on the dashboard
2. Click on the Alerts tab
3. Enable setting: Each time a transaction is made send a copy of the receipt
4. Input the email address(es) to which you would like the receipt to be sent
   1. Note: Only email addresses associated with your SwipeSimple account may be selected
5. Click Update Settings to save changes

Enabling this setting will send a receipt for every approved transaction, and is not limited to Scheduled Payments.

Approved scheduled payments will be displayed and can be accessed from Transactions page or the Transactions tab of the customer profile.

Notifications for DeclinedTransactions

For all declined scheduled payments, an email notification will be sent automatically to all users with Admin access. To view the list of users with Admin access, go to Users on your dashboard. 

Here are the three ways to retry a failed transaction: 

1. Navigate to the customer profile associated with the declined transaction and click New charge to create a sale
2. Navigate to the Virtual Terminal and manually re-run the card on file
3. Update the stored card information. 
   1. This action will not reattempt a sale until the following scheduled payment. Use step 1 or 2 above if a sale needs to be captured before the next scheduled payment

Declined scheduled payments will not affect future scheduled payments. SwipeSimple will still attempt to charge your customers' stored credit cards at the next payment interval. If you need to collect the funds from the missed scheduled payment, you'll need to run a manual transaction to collect the unpaid amount. 

Declined scheduled payments will be displayed and can be accessed from Transactions page, and the Transactions section on the customer profile page.