This guide covers how to review and resolve declined or failed payments for a member using the Bloom pos tile. Let's look at the steps:
Step 1: Add Member to Cart
Add the member to the cart before reviewing payment issues.
Step 2: Review the Declined Payments Tile
After adding the member, find and review the Declined and Failed Payments tile. The number in the top right corner shows how many declined or failed payments the member has.
Step 3: Open the Failed Payments tile
Select the tile to view the all failed payments. You can also check for any archived releases with failed payments.
Step 4: Select a Failed Payment to Review
Choose the failed payment you want to review from the list.
Step 5: Edit Shipment, Billing, and Products
You can skip the shipment, edit billing details, delivery method, and update products as needed. For example, if the member wants to change products, make those edits now.
Step 6: Change Delivery Method
If the shipment is set to Delivery but the member prefers to pick up in person, change the delivery method to Pick Up. This will update the membership to a pickup membership.
Step 7: Update Credit Card Information
Once the delivery method is saved, update the member's credit card information. You can either send a payment link or enter the credit card number directly. Select an address on file and save the new information.
Step 8: Review and Reprocess the Order
After saving the payment information, review the order to ensure all details are correct. The card status should show as Ready to Process. Once confirmed, reprocess the order.
Step 9: Confirm Pickup Order
Since this is a pickup order, it will generate accordingly. You will see the order appear in the Pickup Membership Pickup tile shortly.
You've now resolved the declined payment for the member. Thank you for following along.