Failed Payments Snapshot Report

The Failed Payments Snapshot report provides a summary of all customers with recent failed payments, allowing users to easily identify and resolve any issues with payment processing.

For a selected Target Date, this report illustrates one or more unsuccessful payments. 

A summary is then provided for each customer showing the most recent failed payment, the date of the first failed payment in the series, and the number of failed payments during this timeframe. Once a payment is successfully processed for a customer, they no longer appear on this report.

Report Features:

• Change the Target Date to see failed payments by customer as of a specific point in time.
• Filter the report by Customer to find relevant information quickly.
• Embedded links allow for seamless navigation to Customer Accounts.
• Additional Filters are available for all fields on the Customer Account, including custom fields, allowing for further refined insights.

Report Columns Defined:

• Account Balance - Account Balance outstanding for this customer as of today, as shown on the Customer Account.
• MRR - Contracted MRR for all active contracts for this customer as of today, as shown on the Customer Account.
• First Failed Payment - The date of the first failed payment in this series, after which the customer has no payments that processed successfully.
• Most Recent Failed Payment - The date of the most recent failed payment in this series.
• Failed Payment Count - The total number of failed payments for this customer between the First and Most Recent failed payment dates listed.
• Billing Cycle Day - Default billing day for this customer, as shown on the Customer Account.

Run Failed Payments Snapshot Report

Navigate to Menu > Reports > Failed Payments Snapshot Report. 

Default View

By default, the Failed Payment Snapshot Report includes all Customers with an Account Balance greater than 0, and the selected Target Date is the current date.

Filter Report

Use the available Filters to customize the report. 

Click Add Filter to further refine the report results.

Click Run to run the report with selected criteria.