Payment Emails

In SubscriptionFlow, payments emails are designed to keep your customers informed about their transaction and payment method activities. The Payments Emails feature ensures that subscribers are automatically updated about successful or failed transactions, pending authentications, offline payment confirmations, and upcoming payment method expirations. This increases transparency, improves customer trust, and reduces disruptions in the billing cycle.

With payments emails, you can:

• Confirm successful transactions – Notify customers instantly when a payment is completed successfully.

• Alert failed payments – Inform customers immediately if a transaction fails so they can retry or update billing details.

• Request proof of offline payments – Ask customers to confirm their offline payment through email.

• Remind about pending authentications – Send reminders to customers about incomplete payment authentications.

• Warn about expiring payment methods – Notify customers ahead of time about expiring payment methods, giving them an opportunity to update details and avoid failed renewals.

Instead of handling these communications manually, SubscriptionFlow automates them through its email engine, ensuring your customers never miss important payment-related updates.

The Payments Emails section is divided into two categories with five key configurations:

Transactions

• Payment Success Notification: To inform a customer about the successful transaction.

• Payment Failure Notification: To inform a customer about the failed transaction.

• Request Proof of Offline Payment: To request customers to confirm their offline payment.

• Transaction Authentication Reminder: To remind customers about their pending payment authentication (e.g., 5 days after transaction pending).

Payment Methods

• Payment Method Expiry Notification: To inform customers about the upcoming expiry of their payment method, with an option to update or add a new one (e.g., 5 days before expiry).

To use payments emails feature, follow the following steps:

1. Login to your SubscriptionFlow account.

   

2. Click on the Settings button at the top right of the webpage to open Administration Settings.

   

3. Select Email Notification under the email settings menu.

   

4. Click on the Payments section in the top header.

   

5. For each email, there exists an Edit button on the right side of the configuration row. Clicking this opens a form that allows you to edit the content of the email.

   

6. In the form you can perform the following operations; Choose the sender email address (configure your own domain email here), Add additional recipients (CC or BCC) to receive a copy of the notification, Decide whether the notification should go to the customer, billing contact, or another recipient.

   

7. Schedule the notification using the Automatically Send On feature:

   1. Send immediately (e.g., 0 days after a payment is processed).

   2. Send before expiry (e.g., 5 days before a payment method expires).

   3. Send after an event (e.g., 5 days after a transaction is pending authentication).

      

8. Click on the conditinal filters to add filter on Payment Method (e.g, customers with a specific payment method), Plan, Primary Recipient.

   

9. If you want to further filter the list of customers who should be send an email, click on the secondary conditional filters follow the following steps; Select a module (e.g., Subscriptions, Customers), Pick a specific field (e.g., Subscription Status, Plan Type, Customer Name), Apply logic such as is, is not, contains, does not contain, greater than, less than, Enter the filter value.

   

    

10. Click the Add Filter button to apply the rule.

    

11. Click on Save button to save these settings for every sent email in the future.

    

12. To send these automated emails to your customers, click on the toggle button on the right side of the row, Once enabled, a success notification will appear in the top right of the webpage.

    

13. Click on the Add New button to add a new configuration with different filters, such as sending a Payment Method Expiry notification 2 days before instead of 5.

    

    

14. After clicking save, your configuration will be added and ready for automation.

    

15. In case, if you wish to delete a configuration click on the delete button to remove that configuration permanently.