About the EFT Control Panel
What is the EFT Control Panel?
The EFT Control Panel is where you can view past and current EFTs for active memberships using various filters and, if necessary, reprocess EFTs in bulk. You cannot view or process future payments in the EFT Control Panel. To process future payments, see Manually Paying a Future Payment under Membership Manager.
What happens when I reprocess a payment from the EFT Control Panel?
The selected payments are marked for reprocessing, the Status is updated to Processing, and the payment will be processed the next time the billing engine runs. Also note that you cannot choose to process specific payments with the EFT Control Panel; all unpaid payments are processed for a client. For example, if a client owes 10 payments, the billing engine will attempt to make one payment to cover all 10 unpaid EFTs.
What happens if a payment attempt fails?
Network or communication issues:
If a payment attempt fails due to a network or communication issue:
- The payment status will immediately change to Error.
- The next day, the billing engine will automatically retry the primary payment method. If that attempt fails, the billing engine will make a third attempt on the third day.
- If all three payment attempts fail, then the membership status is updated to Suspended. The billing engine will attempt to process all outstanding payments on the next scheduled EFT date.
Reminder: If there are multiple payments due on the same date, the billing engine will combine them into one transaction to reduce processing fees.
Declined / Expired / Over Limit credit cards:
If a primary payment method is declined:
- The secondary payment method, if any, is attempted immediately.
- If the secondary payment method is declined – or, if there is no secondary payment method on file at all – the payment and the client's membership status are updated to Suspended. The billing engine will attempt to process all outstanding payments on the next scheduled EFT date.
Reminder: If there are multiple payments due on the same date, the billing engine will combine them into one transaction to reduce processing fees.