Working on site for client with automated monthly billing for services. The concern is that with 500 customers, 100 change their credit cards every month so there is no billing for that month. The CC processor attempts billing once. Client solution is to track every payment in Quickbooks and find the ones that were not paid and call the customer. This is time-consuming. I was hoping CB subs might make their life easier.
So what happens in CB subs when a monthly subscription credit card is declined? Is it possible to see all the subscribers, all that paid each month and all that had declined payments? Is it possible to export data to quickbooks?
If a payment is declined the payment gateway usually will attempt to retry it once or twice. PayPal I believe retries something like 3 times. However when CBSubs receives a decline or cancellation it won't renew the subscription so the subscription expires and their access is revoked. If one of the retries finally passes it'll renew the subscription.
You can see what payments have arrived in a given time period within CBSubs > Payments among other details. No there is no exporting functionality. Your clients quickbooks usage should be directly integrate with the payment gateway (e.g. so with PayPal or their bank).
Also regarding contacting customers CBSubs Mailer can be used to automatically send out expiration notifications as well.
Kyle (Krileon) Community Builder Team Member Before posting on forums:
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