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
1.1. Search 'Workflow Rules'
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'
5. Select the 'Add Time Trigger' button
5.1. Set Time Trigger to '1 day after Rule Trigger Date' and Save
Note: You can change the number of days as required if you wish to give more/less notice.