How to set up a recurring payment restart reminder
This workflow setup is required only if you are using recurring payments. The recurring payments run a scheduler that can be easily started or stopped by an authorised person from the Merchant Facility Tab. This time based workflow creates a reminder in case the processor is stopped and someone forgets to restart it again.
- Clone Workflow rule "Recurring Payments Restart Reminder [ADD TIME BASED WORKFLOW]" and rename to "Recurring Payments Restart Reminder"
- Add a Time-Dependant Action. Set it to fire 1 day after Rule Trigger date.
- Add Action - Use existing workflow - "Email Alert: send reminders that Recurring Payments Processor has been stopped…"
- Update the recipient of the Email Action "Email Alert: send reminders that Recurring Payments Processor has been stopped…" to be a contact in your organisation that will follow up this email alert.
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