Retry Credit Card Payments

Notification Plans is a means to schedule the dispatch of email notifications for Payments according to a specific workflow. When it comes to managing the Credit Card Payments workflow for an end-customer subscription, you can set up a notification plan, that will send notifications on Credit Card events.interworks.cloud Platform supports the creation of notification plans in an easy and straightforward manner. The Notification Plans can further be enhanced to include several actions that are automatically triggered based on selected rules. 

Creating a Credit Card Clearance Notification Plan

Creating a Notification Plan entails the existence of email notifications that are marked for use within a plan and subsequently for arranging the notifications to a workflow. 

Prepare the Plan Notifications

1. Navigate to BSS > Setup > Administration > Notifications > Customer Notifications 
   
2. Select a customer notification that you want to attach to a notification plan (for instructions on locating and creating customer notifications follow this link ). Under 'Conditions', click the 'This notification will be sent ONLY as part of an executed Notification Plan' option. This marks the notification as being used only as part of a plan.

    3. Continue to mark every notification that will be a part of the notification plan likewise. In the case of Credit Card Payments, you can create 2 notifications, each being dispatched on the respective event.

Create a Notification Plan

    1.  Navigate to  BSS > Setup > Administration > Notifications > Notification Plans and Click on the 'New notification' button. 

    2. On the Customer Notification Details screen, at the 'General' section, you must fill in several details:

• Notification Plan Name: The name of the plan
• Description: A description that explains the purpose the plan serves
• Entity: The basic entity on which the plan functions. The selects  'Credit Card Clearance'
• Default Plan: Sets this plan as the default for all customers, when each customer is created
• Copy Notification: When a plan notification is dispatched to a customer, it is attached to the 'Communication' section

    3. At the 'Plan Steps' section, you can  select:

1. 1. The steps that the plan will contain. There are two steps for this type of notification, reflecting the 'Success' of 'Failrure' statuses. The dispatch of the notification takes place when the status changes.
   2. The notification that will be dispatched for each step. The available notifications are the ones that are marked accordingly.

    4. Click 'Save' on the top left of the screen to insert the plan.

Notification Plan Actions

 You can also configure the application to actually initiate actions regarding the underlying subscriptions of the unpaid invoices. This is configured in the following manner:

1.  Navigate to  BSS > Setup > Administration > Notifications > Notification Plans
2. Either select an existing Notification Plan or proceed to create one.
3. Locate the 'Retry Settings' section. Proceed to amend the steps to reflect the actions that you want taken. You can select:
   1. The 'Retry Interval', i.e. the time, measured in days, that will elapse before the system connects again to the payment gateway for making the payment.
   2. The 'Number of Retries', i.e. how many times the system will try to make the payment. For example, if you set the Retry Interval to 1 and the Number of Retries to 5, the system will setup 5 consecutive retries, one for each day.

Cancellation of next charge attempt

You can cancel a scheduled payment attempt from the invoice view page. If you have an invoice with a failed charge attempt and the account is linked with a credit card clearance notification plan, then in the invoice view page you can see a ribbon indicating the next credit card charge attempt.

If you wish to cancel the next scheduled attempt, click the Cancel next attempt link and the attempt will be removed giving its place to the next one. For example, if the notification plan has been scheduled with 5 retries every 1 day and the attempts have been scheduled from 01/06/2016 to 05/06/2016, by clicking the link the attempt for 01/06/2016 will be removed and the 02/06/2016 will be displayed as the next charge attempt. If you click it again, the 02/06/2016 will be removed and the 03/06/2016 will be displayed. The billing service will not charge the credit card until 03/06/2016.