Recurring Charges Ending Soon Notifications

Overview

The Recurring Charges Ending Soon notification alerts your team before a recurring direct charge reaches its end date.

A recurring direct charge bills a Participant on a repeating schedule without a shift behind it — a subscription, a regular equipment fee, an ongoing service. When it ends, the billing simply stops. That is easy to miss until an invoice comes up short, so this notification gives you warning while there is still time to extend it.

Setting Up the Notification

1. Go to Notifications from the left-hand menu.
2. Scroll to the Finance section and select Recurring Charges Ending Soon.
3. Click Create Notification.
4. Under Notification timeframe, set the Period and choose a Period unit — Days, Weeks or Months. This is how far ahead of the end date the alert is sent.
5. Under Notification recipients, add the User Groups or individual Users who should be told.
6. Under Notification methods, choose Within Astalty, Email, or both.
7. Click Add Notification to save.

Things to keep in mind

• Nothing stops or extends automatically. The alert is a prompt; the charge still ends on its end date unless you extend it.
• Recurring charges are managed from the Participant's Financial tab and on the Direct Charges page — see Direct Charges.