Hey everyone,

We hope you’re enjoying a productive Friday.

Today we’d like to share a couple of new ways we’ve aimed to help you combat expiring Payment Profiles before they result in failed payments within your Syncro account.

You can now set up one or more reminder emails to notify your clients a certain amount of days before a Payment Profile of theirs is about to expire, as well as enable a variety of notifications for your team to receive beforehand.

Prior to this update, you had to use other means to track expiring Payment Profiles and get them updated with new profiles before they resulted in a failed payment. If they weren’t updated prior to expiring, a Recurring Invoice setup to be paid using one of these expiring Payment Profiles would then be marked as unpaid and you would receive notifications regarding failed payments. We hope this update prevents these administration woes and creates more automation around collecting payments on time from your clients.

To create a client reminder email in your Syncro account:

  1. Head to the Admin Center.
  2. Locate the Invoices section in the left-hand column.
  3. Click on the new link “Expiring Payment Profiles Reminders.”
  4. From here you can use the “New Reminder” button in the upper right-hand corner of the page to start your first reminder email.
  5. Complete the fields on the page, making sure to enter in the number of days you’d like the email to send before the Payment Profile expires. You can use the editor provided and list of template tags to customize the reminder email content to your liking.
  6. Check the “enable” box toward the bottom of the editor in order to turn this on.
  7. Be sure to save your work by clicking “Create Expiring payment profile reminder.”
Newly Added Expiring Credit Card Reminder Emails & Notifications

To turn on notifications for expiring Payment Profile entries in your Syncro account:

  1. Head to the Admin Center.
  2. Click on the “Notification Center” from the left-hand column.
  3. You can either edit an existing Notification Set or create a new one from this page.
  4. From the Edit Notification page, scroll down until you reach the “Payments” section and check the appropriate boxes to set up the type of Notifications you’d like to receive under the newly added options:
    • Payments – A stored card is expiring in 15 days 
    • Payments – A stored card is expiring in 30 days 
    • Payments – A stored card is expiring in 60 days
  5. You may also want to enable these existing options as you see fit:
    • Payments – A new card was stored in the Customer Portal 
    • Payments – A stored card was removed in the Customer Portal
  6. Be sure to save your changes at the bottom of the page.
Newly Added Expiring Credit Card Reminder Emails & Notifications

We hope this improvement to handling expiring Payment Profiles proves to save you time and extra admin work.

To learn more about storing payment methods in Syncro, please review our Help Center article here.

The Syncro Team