How do I handle a failed payment plan payment

If you receive an email notification that one of your customer's has failed a payment for their payment plan follow the steps below.

1. Log into your Pencil account.
2. Go to Payment Plans -> Payment Plans
3. Find the payment plan that has failed and then click on the "Review" 
4. Here you'll see the failed payment. 
   1. If the failed payment was because of insufficient funds you can ask your customer to add funds and then check that the "Reset Failed Payment Attempts" isn't showing in the customer by going to Customers -> click on the (...) More Actions > and see if the "Reset Failed Payment Attempts" is showing:
      1. If it is showing, click this and then go back to the Payment Plan and click "Charge".
      2. If it is not showing, then go back to the Payment Plan and click "Charge"
5. If the payment was successful you and your customer will receive a payment confirmation email. 
6. See the video below for more details.