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Infusionsoft Cookbook by Paul Sokol

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Collecting failed automated billing attempts

When using payment plans or selling subscriptions, it is critical to have a failed billing recovery process in place to ensure that money isn't slipping through the cracks.

Infusionsoft has billing triggers available that can automate based on a failed payment attempt to streamline this process.

Getting ready

We need to be logged in to Infusionsoft and inside a specific account.

How to do it...

  1. Hover over the main navigation menu and go to E-Commerce | Settings:
    How to do it...
  2. Click on Billing Automation in the menu on the left-hand side:
  3. Using the Triggers (by type) drop-down menu, select When a credit card autocharge attempt ...

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