How to update Credit Card Info for Redline Dealers in Infusionsoft
- Look up the dealer in Infusion soft
- Once you click on the dealer, scroll to the bottom where it says "Orders"
- Under "Credit Cards" you will see all the credit cards that are registered under their name and you can see the status of the card. Next to the card you will see what the status is. If it is invalid, it will tell you the reason behind it being invalid.
- If the credit card is invalid, they will need to update their credit card information. When the credit card is about to expire, infusion soft send the dealer 3 emails notifying the dealer that their cc is going to expire and that they need to change their payment method. To find if these emails are being sent, go to "Campaigns". Here you will be able to see what emails are being sent out to him.
- If there are no emails being sent out to them, you have to reapply the tag that will send them the automated email that tells them to update their cc.
- To add these tags go to "Manage tags"-Under "RedLine Agent Tags" look for RL Agent Credit Card Expiring" then hit apply. This will automatically start the emails. You don't have to do anything else. Anytime you need someone to update their credit card, APPLY this tag.
- If the credit car IS VALID and the monthly payments are not being payed, than it's a possibility that the card is maxed out and we have to wait it out before attempting to recharge the card. Wait a week or two to try again.
- To manually charge the dealer a failed month, in the orders history click the date that was not paid. Then, a new window should pop-up. Click "add payment" and fill out the form with all the information. Once you're done, click "Apply payment" at the bottom of the form. If the payment was successful, you will get a green message at the top of the page that says it was successful.
- To double check if the payment went through, you can take a look at his "Bal Due" at the top of the dealers profile in Infusion soft.
