Recurring Invoice Template - Create a ticket if the billing fails

So when we set up a recurring invoice and check the box for “Create a ticket if the billing fails”. If the billing fails it does create a ticket, HOWEVER, the invoice is not referenced in the ticket and/or is not associated with the ticket, so we have to go look over the customer and figure out what invoice it is. Can we get the invoice referenced in the “INITIAL ISSUE” of the ticket, and/or can we get it associated with the ticket.


Where do you even see that checkbox. I dont see that in recurrent Invoices

You first need to select “auto charge card on file” and then select a credit card or ACH that is on file for the customer. Then the box shows up.

1 Like