Managing Failed Client Payments
Automatically notify the provider by email and generate an invoice whenever a client's payment fails to process, without automatically re-trying the charge. Failed payments are flagged with a status indicator on the Payments page, and once retried, show a distinct "Retry" status so providers can track whether the second attempt succeeded. Applies to both one-time and recurring package charges.
Built by Core Engineering
The problem it solves
A failed payment that goes unnoticed means a service was rendered without being paid for, and Healthie doesn't automatically re-attempt a failed charge on its own. This automation solves that by immediately notifying the provider and generating a trackable invoice the moment a payment fails, so it doesn't get lost.
What's included
- Automatic email notification to the provider when a charge fails
- Automatically generated invoice for the failed payment amount
- Failed payment status indicator and filter on the Payments page
- Distinct "Retry" status shown when a provider manually re-attempts a failed charge
- Continuation of future recurring payments even after one payment in the series fails
How it works
When a client's card charge fails for any reason, Healthie emails the provider with the error detail from its payment processor and automatically creates an invoice for the amount that should have been collected. The failed payment appears on the Billing > Payments page with a failed-payment indicator, and providers can filter the page to isolate failed payments. To collect the missed payment, providers either retry the charge directly from the Payments page, once the card issue is resolved, which creates a new "Retry" instance of the payment, or send the automatically generated invoice for the client to pay electronically. Future recurring payments on the same package are not affected and continue to process on schedule.
Managing Failed Client Payments automatically notifies a provider by email and generates an invoice whenever a client's card charge fails to process. It's built for practices that need visibility into failed transactions without manually monitoring every charge, since a failed scheduled payment is not automatically retried. Failed payments are flagged with a status indicator on the Billing > Payments page, and providers can filter to view only failed payments. If a client is on a recurring package, future scheduled payments still process as normal even if one payment failed; only that specific charge needs to be manually retried.