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Managing Failed Payments for Recurring Plans
Managing Failed Payments for Recurring Plans
Updated over 5 months ago

To monitor and manage failed payments, we suggest checking these areas daily! A quick how-to and best practices to implement guide for managing failed payments for monthly plans.


Dashboard

Your dashboard displays all failed payments that occurred in the last 7 days.

Selecting the arrow on the Dashboard will lead you to failed payments for the current month to date on the Transactions report.


Transactions Report

The transactions report displays an Action Card that includes all failed payments that occurred within the last 30 days.

Select the Action Card to see this list.


Action Card Tab

Expand the date range of this tab to view all failed payments over the selected time period.

All failed transactions are listed under this tab, recurring and non-recurring.
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Retrying a Failed Payment for a Recurring Plan

You can retry a failed payment outside of the system's scheduled retry period for a recurring plan directly from the client's profile.

From client search

1. Search the client and select the client's name.

2. Scroll down to the Active Plan's section of the client's profile and select the three dots on the top corner of the plan tile.

3. Choose View Details.

4. Select the Retry Payment Now option to retry the payment outside of the system's retry schedule

If you are starting from the Transactions Report

1. From the Transactions Report, select the name of a client that has a failed payment for their recurring plan.

2. Scroll down to the client's profile to the Active Plans section of their profile and select the three dots on the top corner of the plan tile.

3. Choose View Details.

4. Select the Retry Payment Now option to retry the payment outside of the system's retry schedule

To learn about the system's retry schedule for failed payments see Failed Plan Payments & Retries

If the payment does not successfully process after retrying, we suggest reaching out to the client

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