11-01-2023 09:29 AM
How can I run a report to see all failed payments?
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11-01-2023 10:34 AM
Hi @Angelle17 Does the failed transaction report work for you?
11-01-2023 10:37 AM
Hi @Angelle17!
In the Reports tab, you can search for "Failed Transactions" report to find payments with a 'failed' memo.
11-02-2023 10:09 AM
I created a report, "Failed Payments"
Template Applied Payments - choose fields - Invoice # / Memo / Transaction Status / Invoice Date / invoice total / Customer ID / Customer Name. Filter by Invoice Date / choose date to view / Business units - CHANGE transaction status to filter for "Failed" - to only review your Membership payments Filter the invoice number buy the first digit of the membership invoices (ours is a 4, job invoices start with 1)
11-01-2023 10:37 AM
Hi @Angelle17!
In the Reports tab, you can search for "Failed Transactions" report to find payments with a 'failed' memo.
11-01-2023 10:34 AM
Hi @Angelle17 Does the failed transaction report work for you?
11-14-2023 06:03 AM
This report is not coming up for me... what category is it under?
11-15-2023 01:46 AM
@Angelle17, It should be under the "Operations" category and "Applied Payments" template.