How To Set Up an A/R Payment Failure Notification Email

This article will explain how to set up an A/R payment failure notification report (email).

1. From the Teesnap Admin portal, click Reports on the left-hand side of the page, then click Accounts Receivable at the top.

2. Scroll down to the bottom of the page to access the additional reports tabs, and click on the "AR Payment Failures" tab. 

3. At the bottom of the page, click on the folder icon to reveal more options, then choose "Schedule Report" from the list.

4. Select "Add Schedule" to create a new report schedule.

5. Recipient: Enter the email addresses of the recipients of this report.

    Subject: Type in the desired subject line for the email notification.

    Attachments: Set to AR Payment Failures

    Frequency: We suggest setting this report up monthly and for the day after you have the credit cards on file set to Auto-Reconcile. 

Select Create when finished. 

If you have any questions, please do not hesitate to reach out to Teesnap Support by emailing us at support@teesnap.com or calling 844-458-1032.