Accounts Receivable Retry

The Accounts Receivable Retry feature allows you to automatically retry payments on orders sent to Accounts Receivable on a schedule that you can define. These order can end up in Account Receivable based on a number of different setting within the account not limited to auto order payments that have been declined.

During trial mode this feature is free so you can see the effectiveness of it on your store. To continue using this feature past the end of the trial click Continue After Trial.

Settings

Main Menu → Configuration → (Back Office) Accounts Receivable Retry

Field Name	Description
Retry Day	The day that the retry will be attempted after the order is sent into Accounts Receivable. Max number of days 7.
Coupon Code	Allows you to apply a coupon / discount to the order.
Reject at End	Will reject the order at the end of the number of retries. If not configured the order will simply stay in Accounts Receivable
Notify Successful	Allows the system to sent an email if a retry payment is Successful. By default this email is set to the Owner User
Notify Rejection	Allows the system to sent an email if the retry payment is Rejected. By default this email is set to the Owner User

These settings allow you to set the number of retires (max. 7) and when each retry will take place. In the example above we are doing a single retry a day after the order was sent into accounts receivable. Below we will show an example with 2 retries, one on the first day and another on the third day.

Email Notifications

Email notifications for successful and/or unsuccessful order authorization.

You can assign the email notifications to one or more your ultracart users by clicking the drop-down selection list and then clicking the users email address.

Statistics

The statistics section will appear after orders begin processing.

Default view

The statistics shows conversion percentage along with total revenue, number of attempts, number of successes, and any discounts applied to orders being retried from within accounts receivable.

You can change the statistics reporting period using the 'from' and 'to' address fields along the top right of the statistics section.

Statistics

Please note that the statistics section only appears when there is activity within the month.

You can run the Merchant Comments report in the reporting area if you need to locate orders that were processed by the accounts receivables retry.

Detailed View

Clicking button in the top right corner will open the detailed statistics view:

This view provides a snapshot of the performance of each of the scheduled configured retry days again showing you conversion percentage in a bar graph, along with total revenue, number of attempts, number of successes, and any discounts applied.

Clicking the graph toggle button will display a bar graph displaying Revenue By Day performance:

The Download toggle button will prompt you with a download button:

Clicking the download button will generate a excel spreadsheet titled "arRetryReport.xlsx".

Helpful Links

Accounts Receivable

Pricing

Pricing of this feature is based upon the currently selected service plan of your account:

New Business - Not Available
Small = 3% of processed payments.
Medium - 2.5% of processed payments
Large = 2% of processed payments.
Enterprise = 1% of processed payments.

Related Documentation

Accounts Receivable

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