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Rescheduling a Failed Payment
When a payment fails, it must be rescheduled to ensure billing continues without interruption.
Rescheduling allows you to retry the charge once the payment issue has been resolved, such as when a client updates their payment method or confirms sufficient funds are available.
Common reasons for failed payments include:
- Expired payment method
- Insufficient funds
- Bank or payment processor decline
- Temporary authorization or network issue
Important: Both you and your client will receive a failed payment notification explaining why the charge was unsuccessful. Before rescheduling, confirm that the underlying issue has been addressed to avoid repeated failures.
See the issue to address in the email below:
"Note, our systems states the specific reason is due to: [Failed issue the needs addressing]"
Important: If your client requests to Update their Payment Method please follow the steps found here before proceeding with the steps below.
Updating a Payment Method before Processing a Payment
If you're client is requesting to update their payment details before rescheduling the failed payment:
- Click on Clients > "Eye" to view the full client details
- Navigate to "Manage Payment Method"
- Click on "Set as Default" next to the new CC or Bank ACH which will move the Default icon to the new payment method.
Now the new payment method will be used for invoice payments moving forward.
Steps to Reschedule a Payment
1. Click on the Payments Tab > Collections
2. Find the Reject payment > Three-Dots
3. Click on Reschedule
4. Select Automatically and a date to have AccountGroove automatically process it on the next give date
Once rescheduled, the system will automatically attempt to process the payment on the new date. You can monitor the payment status and take further action if additional retries or client follow-up are required.
Reach out to support@accountgroove.com if additional payment information is required.