The Action center is your go-to dashboard to help manage billing issues that need attention. Whether it’s a failed payment, an expiring credit card, or an account that can be quickly reconciled, this tool brings everything together to help you stay on top of client accounts. The Action center can be found under the Accounting and Finance tab < Action center.
The Action center is organized into three sections
1. Failed transactions
This section lists transactions that didn’t go through. Here’s when an item will show up:
A refund to a credit card didn’t work
An eCheck payment failed
An installment payment (via card or eCheck) failed
A subscription payment failed
Each entry shows the client’s name, transaction type, and failure reason. You’ll also see actions like:
🔃 Retry Transaction
🔃 Retry Transaction
To retry a failed transaction, click 'Retry transaction' under the Actions column. An orange clock appears next to the Payment ID while the transaction is retried and pending.
If it's successful, the transaction disappears from the PAC. In the client's billing, the new payment is reconciled to the appropriate invoice item(s)
If the retry fails, the transaction remains in the PAC until the retry is successful or you remove the failed transaction record by clicking 'Dismiss this transaction' under the Actions column
🚫 Dismiss
🚫 Dismiss
Not planning to collect the payment or a payment was made by admin or client? You can dismiss the entry.
Before dismissing a payment in the PAC, we recommend to first contact the client and create a manual payment in the client account or have them complete it in their personal account. This helps prevent any payment oversights.
If you complete the payment directly in client billing, or the client does it themselves, you must manually dismiss the transaction in the Action center.
✏️ Edit Payment Method
✏️ Edit Payment Method
You can edit the transaction's payment method if it's tied to an installment or subscription payment.
Under the Actions column, click 'Edit payment method' to the right of the transaction. This redirects you to the Upcoming payments subtab in the client's account, where you can edit the payment method tied to the installment or subscription.
There's no edit option available for failed credit card refunds. If a failed credit card refund appears in the AC, it's most likely as a result of not having enough funds in your merchant account to supply the refund.
✉️ How will I know a transaction has failed?
✉️ How will I know a transaction has failed?
Your billing contact is sent one Transaction Failure Notification email per day that lists all failed transactions from the last 24 hours; with details such as the account owner, date, transaction amount, transaction type, and payment ID. Other admins can receive failed payment notifications by opting in via the Account > Email preferences subtab.
From this email, click Manage failed transactions for any of the account owners, and you'll be directed to the Action Center.
You can use the three available filters (Payment method, Transaction type and Failure reason) and export with ease.
2. Expiring credit cards with planned payments
This section lists clients with expiring credit cards who have upcoming payments scheduled.
🔍 When will account owners appear in the section?
🔍 When will account owners appear in the section?
The credit card tied to the upcoming installment or subscription payment (i.e., planned payments) expires the following month; and
The credit card is saved in the client's Wallet in their personal account. If it isn't, the card won't appear in this section, even it's about to expire.
Clients are sent a notification a month before their credit card expires. As an admin, you may click on an account owner's name to jump to their account in the Clients tab. You may want to remind them to update their credit card information if it isn't already done.
✉️ Is the client notified when their payment has failed?
✉️ Is the client notified when their payment has failed?
Yes, an automatic email is sent to the account owner notifying them of the failed payment. The email will include your organization's logo, along with clickable links for them to update their payment information and make a payment by accessing their account and wallet. The email will also provide your organization's main email address for further assistance.
3. Reconcilable accounts
This section is all about helping you clean up client accounts that have both unreconciled invoices and available credits. It highlights all client accounts eligible for immediate reconciliation.
⚙️How It Works
⚙️How It Works
✅Only accounts that have both of the following will appear:
At least one unreconciled debit (e.g. invoice or refund).
At least one unreconciled credit (e.g. payment or credit memo).
🚫 Accounts that will not appear:
Accounts with only invoices (debits) or only credits.
Invoices already covered by upcoming payments — these aren’t considered unreconciled for this dashboard
Note: This isn’t a tool for tracking accounts receivable. It’s designed to help you clean up accounts by highlighting items that are ready to be reconciled.
🔄Reconcile Button
🔄Reconcile Button
Clicking the Reconcile action will:
Automatically link and reconcile items starting with the oldest.
It will reconcile on the spot, you do not have to leave the page!
Most accounts reconcile in seconds (though some large accounts might take a bit longer).
The status will change from unreconciled to reconciled. The client will remain in “reconciled” status until you refresh your page— then they’ll be removed from the list.
👀 Need a closer look? Use the account owner link to open the client’s billing page in a new tab and reconcile manually.
🧠Understanding the Columns
🧠Understanding the Columns
Unreconciled Items: Total number of payments, credit memos, invoices, and refunds that aren’t yet reconciled.
Unreconciled Debit: Total value of unreconciled invoices and refunds.
Unreconciled Credit: Total value of unreconciled payments and credit memos.
🔢How the page is ordered
🔢How the page is ordered
The system prioritizes accounts in this order:
Zero-balance accounts: These are typically the most straightforward. Usually, just two items that perfectly offset each other (e.g. a payment and an invoice for the same amount).
Accounts with fewer unreconciled items to the most: This makes it quicker to clean up.
🔍Common reasons accounts end up here
🔍Common reasons accounts end up here
Some typical scenarios that land accounts in this section:
Service Cancellations:
Credit memos are created when services are canceled, but not always applied to existing invoices.
Partial Contract Cancellations:
Some charges stay on the account while others are credited.
Admin Oversight:
A credit exists but isn’t applied to a new or existing invoice.
🔑 Permissions required
🔑 Permissions required
Only users with Manage Reconciliations permission can access this section and use the reconciliation actions.
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