We’ve enhanced the Daily Recurring Billing Summary Email sent to users to provide clearer insights into recurring payment performance. This update adds a concise summary section including the reason for failed payments - making it easier to quickly understand daily billing outcomes without having to go into the software. 

Key Changes:

1. A quick Summary has been added on the left-hand side of the email showing a tally of:

   1. Recurring Payments Processed

   2. Successful Payments

   3. Failed Payments

2. A new "Comments" column has been added to display the reason for failed payments. This field is blank for successful payments.

3. The original "Comments" column has been renamed to "Invoice Description" for consistency with the Completed Recurring Billing Report.

Enabling Daily Recurring Billing Summary:

1. Click on Settings from the left-hand panel

2. Go to Email/Text Communications section

3. Click on Automations

4. Click on Create New Automation

5. Find the Extended Contact Options in the same step where you can Describe your Automation

Screenshots

Updated Recurring Billing Email

 

 

 

 

 

Old Email Display for Comparison

 

 

Enabling the Daily Recurring Summary Email