How to initiate an Invoice after "Take Payment" declined?

WineKnow — Thu, 10 Mar 2022 02:38:14 GMT

I have a number of customers to charge with credit cards on file. My process is as follows:

1. Find person via CUSTOMERS

2. Click TAKE PAYMENT

3. Enter products to charge

4. Click CHARGE

After a credit card is declined...

5. I have to go back and CREATE INVOICE from scratch, which means re-entering a lot of the same data

Please add an option after the credit card is declined to create an invoice that pulls in the sales data. This would same me a lot of time. Unless there's another way of creating an invoice that pulls in the information already. If there is, please let me know!

Thank you!

Re: How to initiate an Invoice after "Take Payment" declined?

Minion — Fri, 11 Mar 2022 00:16:20 GMT

Hi @WineKnow

I don't believe that there is a way to pull the info generated into an invoice. You are more than welcome to post your request here though and maybe it will get added in a future update.

thread How to initiate an Invoice after "Take Payment" declined? in Archived Discussions (Read Only)

How to initiate an Invoice after "Take Payment" declined?

Re: How to initiate an Invoice after "Take Payment" declined?