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userdeepak
March 21, 2024
Question

How can you setup an automated email notification to the client that their cc was declined on a recurring payment?

  • March 21, 2024
  • 1 reply
  • 27 views
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1 reply

A
Anonymous
March 21, 2024

Thanks for posting your concern here @deepak11_2,

 

I'll shed some light on how does automatic email notification works here in QuickBooks Online.

 

It is not feasible to configure an automatic email notification for clients regarding credit card payments in QuickBooks. This means that only the client would be aware of whether the payment was declined or successful. 

 

For Recurring Payments, you may check out the Turn on or off Customer Notification Emails for Recurring Payments article on how to turn on or off customer notification emails. 

 

You can count on me for help with managing payments in QuickBooks Online. Let me know if you need anything else. Stay safe and hydrated. Thank you!

U
userdeepakAuthor
March 21, 2024

I have recurring payments setup, so if I flip that switch to "email my customers each time they are charged..." will they also get an email if there is a failed payment?  I need a way to that if a CC fails to process, that a payment link or email is auto generated and sent to them.  How do I make that happen?

MsNorthPND1881
MsNorthPND1881QuickBooks Team
QuickBooks Team
March 21, 2024

I understand that it would be convenient for both you and your customers to receive an email notification when their credit card payment is declined in QuickBooks Online (QBO), @userdeepak.

 

When a customer's credit card declines during payment processing, they will receive an email notification. This notification is automatically generated and will reflect on the customer's end. However, if the payment is processed successfully, it will reflect on the merchant's end. There is no need to set up email notifications for payment processing. In case a customer needs to know why their credit card was declined, they should contact their merchant as the specific reason will be shown on their profile.

 

To give you additional information on recording customer payments, please check out this article:

Record invoice payments in QuickBooks Online.

 

If there's anything else you need help with with email notifications and recurring concerns, feel free to add a comment below. I'm here to help. Keep safe!

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