Payment Plan Unpaid

Spiffy's Billing Automation settings allow the ability to trigger different actions based on a variety of billing events. Click here to view our Billing Automation Overview to get a better understanding of how to use all of our Billing Automation integrations most effectively.

Payment Plan Unpaid Event

The Payment Plan Unpaid event triggers after your customer's payment fails and ALL the auto charge attempts have also failed. At this point, the payment plan will be moved to an Unpaid/Cancelled status*, triggering the Payment Plan Unpaid event actions you have setup.

This event would be used to set up an automation trigger that would cancel any services the customer may have on-going, and notify your team.

If your customer had not addressed their billing or updated their card prior to the final retry attempt, There won't be a way to re-activate the plan. The best course of action here would be to create a checkout for your customer with a Payment Plan set up for the remaining amount of payments that they owe, and have them place an order on it. This checkout could then be archived after this.



**COMING SOON**

In our update scheduled for later in November, we will be introducing some management features that will allow you to easily collect on unpaid payment plans, without having to create a custom 'Checkout' for the customer to re-fill out. When this update launches, we will revise this article.


Advanced Settings

Our Zapier integration allows you to tailor the communication in your followups to include price, product name, the last 4 digits of their CC number, etc.This is possible by setting up Zapier to pass information from Spiffy into custom fields in your CRM, and then using merge fields for those custom fields within your email.

Zapier also enables you to merge in our Card Swap link into your follow up emails, where the user can click and update their billing information right from your email. The Card Swap link is a custom magic link that automatically logs them in to their portal to just add a new card on file.

Questions?

If you have any other questions about this event, or billing automation in general, please watch our Billing Automation Overview video, or reach out to us directly at support@spiffy.co.

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