Overview
Alerts are visual notifications within the software that highlight payment schedules that failed to process. These allow you to quickly identify and resolve issues to ensure your firm remains paid on time.
Identifying Alerts
You can find the Alerts badge in the upper right corner of your screen, appearing alongside other control icons. The red badge displays the number of currently unresolved issues.
Location: Upper right corner of the dashboard.
Action: Click the badge/icon to open the full list of declined payments.
Managing Declined Payments
When a payment in a schedule declines, the system will continue to attempt future bills as scheduled. However, the specific payment that failed must be handled manually.
Within the Alerts view, you can:
Retry Payment: Re-send the declined transaction using the existing payment method.
Update Method: Create a new payment if the original card or account is no longer valid.
Note: Once a declined item has been successfully resolved or resubmitted, it is automatically removed from the Alerts view.