Failed Credit Card Payments Report

Report will indicate Braintree or Payload depending on Merchant provider being used

Overview:

In this article, we'll cover how to locate and utilize the Failed Credit Card Payment Report.  This report will only be enabled if you are utlizing Credit Card processing within system.  Please find the available resources below.

Permission Level:  Admin + Billing & Compliance

Report Details:

• Provides list of all Credit Card payments that were declined during selected time frame.
  
• Ability to filter by Agent (Customer)
• Provide processed, invoice #, CC merchant ID, along with credit card used and amount
• Abilty to click on the decline status to link you to direct error message for reason with Merchant provider.
• Choose from preset time frames like YTD, last month, this quarter or enter a custom date range
• Includes daily email notification to admin to notify of declined credit cards for that day.

  
  

Navigation:

Link to Step-By-Step Procedure

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