Card expired or declined for good? Your customer hears about it automatically.
You've been asking for this one... a lot.
Here it is. When a saved card expires, is declined, Benji emails your customer for you — with the last four digits of the card that failed, the invoices riding on it, and a secure link to drop in a new one. No portal login, no password, no call to your team.
Declined Card? No portal login, no password, no call to your team.
Option to send Declined or Transaction Failed emails to clients
Currently customers do not get a notification when an auto-pay transaction is declined. We should have the ability to have the system send a "Transaction Failed" email to the customer.
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Automatically email customers for updated card when old one expires or is declined permanently
Right now it is a manual process to chase customers down when their automatic recurring payment method expires or is declined permanently. This should be a relatively simple process to automate - customers can be notified via email that their payment method needs to be updated.
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You decide when it fires: which failures count (dead-end declines like expired is the recommended start), whether it covers customer payments, payments you key in yourself, auto-processing runs, or all three, and how often to send. Default is one email every 5 days.
It also knows when to quit. Once the invoice is paid, a new card is on file, a bank payment is submitted, or the card auto-updates behind the scenes, the emails stop. And no customer gets "update your card" and "your invoice is overdue" on the same day.
Set it up under Settings → Invoice Rover → Add New Rule → Payment Method Update.
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