This article outlines the key factors that trigger notifications in the payment portal and provides step-by-step instructions on how to customize these notifications for each customer.
Recurring Payments -> Configuration -> Payment Profiles -> [Profile] -> Notifications
Each payment profile is equipped with a customizable notification workflow, with all notifications enabled by default. However, you may choose to disable some or all of these notifications based on your preferences.
QA - Payment Saved Notifications
1. How can customers save a payment method?
Customers with access to your payment portal have the option to save a payment method, such as a credit card or direct debit (including PayTo), provided this feature has not been disabled.
2. Will saving a payment method automatically enrol the customer in Auto Payments?
Not necessarily. Some customers prefer to log into the portal and manually select the invoices they wish to pay. When saving a payment method, the portal will prompt them to decide if they want to enable Auto Payments. If the customer opts out, it is important to respect their choice and not manually activate Auto Payments without their explicit permission.