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.
Quick Steps:
- 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.
1. Open Setup
![](https://media.screensteps.com/image_assets/assets/002/085/873/original/91ba27ba-ee00-4fce-9458-106433d74d2b.png)
1.1. Search 'Workflow Rules'
![](https://media.screensteps.com/image_assets/assets/002/085/853/original/f05122e1-0c9d-4286-927a-cfcb90ad7506.png)
3. Scroll down and select 'Recurring Payments Restart Reminder [ADD TIME BASED WORKFLOW]'
This may be located on the second or third page.
4. Select 'Clone'
![Select 'Clone'](https://media.screensteps.com/image_assets/assets/002/085/863/original/f677a1c5-dc91-47b3-80c8-f9571debf958.png)
5. Select the 'Add Time Trigger' button
![Select the 'Add Time Trigger' button](https://media.screensteps.com/image_assets/assets/002/085/859/original/b2c556fa-4d86-4bd7-9ee8-b73f60e588a4.png)
5.1. Set Time Trigger to '1 day after Rule Trigger Date' and Save
![Set Time Trigger to '1 day after Rule Trigger Date' and Save](https://media.screensteps.com/image_assets/assets/002/085/857/original/b7b678e1-9c3f-46e6-8c87-e5885a2c4ea3.png)
Note: You can change the number of days as required if you wish to give more/less notice.
6. Select the 'Add Workflow Action' button in the Time Dependent Workflow Action section.
![Select the 'Add Workflow Action' button in the Time Dependent Workflow Action section.](https://media.screensteps.com/image_assets/assets/002/085/869/original/8e4a23cc-963a-40b4-82f4-af6a9095a4d9.png)
6.1. Select 'Select Existing Action from the drop down menu
![Select 'Select Existing Action from the drop down menu](https://media.screensteps.com/image_assets/assets/002/085/846/original/f4497671-defd-41d0-ba50-cb5c85b4f31c.png)
7. Select 'Edit' on the Actions list for the new rule
![Select 'Edit' on the Actions list for the new rule](https://media.screensteps.com/image_assets/assets/002/085/875/original/80ae7e85-103d-49d4-8b06-be0835b07fc6.png)
7.1. Select 'User' from the 'Recipient Type' drop down list
![Select 'User' from the 'Recipient Type' drop down list](https://media.screensteps.com/image_assets/assets/002/085/855/original/ec81d51c-df48-4005-8db0-d7c893b63e52.png)
7.2. Add chosen Admin User to receive email notification and 'Save'
![Add chosen Admin User to receive email notification and 'Save'](https://media.screensteps.com/image_assets/assets/002/085/879/original/c495e0a4-bfa5-4ce7-a4ba-aa097c0fd747.png)