Process Scheduled Transactions and Reattempt Logic
  • 13 Jul 2022
  • 2 Minutes to read
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Process Scheduled Transactions and Reattempt Logic

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Scheduled Batch Job to Process Scheduled Transactions

When you complete the Setup Wizard we schedule a Blackthorn | Payments batch jobs to run nightly. You can also manually run these batch job any time you want from the Blackthorn | Payments Admin tab.

If you fire a batch process to capture all the open Transactions and another batch process is already running, the second process will quietly fail. This way, protection against double-charges is implemented.

Process Scheduled Charge Transactions

There is a nightly scheduled batch job that will automatically capture the charge Transactions.

Batch Job Name: Blackthorn | Payments Daily Captures

Those Transactions have to meet the following criteria to be processed:

  • Auto-Process checked
  • A valid Payment Method
  • Due Date or Date To Process = Less than or equal to Today
  • Transaction Status = "Open"
  • Currency ISO
  • Amount

The fields below are needed for Transfer Transactions (Stripe Connect) to be automatically processed:

  • Auto-Process checked
  • A valid Connected Account
  • Due Date or Date To Process = Less than or equal to Today
  • Transaction Status = "Open"
  • Currency ISO
  • Amount

Process Scheduled Refund Transactions

There is a nightly scheduled batch job that will automatically capture the refund Transactions.

Batch Job Name: Blackthorn | Payments Daily Refunds

Those Transactions have to meet the following criteria to be processed:

  • Auto-Process checked
  • Payment Method is the same as the original Transaction
  • Due Date or Date To Process = Less than or equal to Today
  • Transaction Status = "Open"
  • Transactions Type = "Refund"
  • Amount is negative
  • Original Transaction (if refund) = original Transaction

Reattempt Logic

The reattempt logic allows you to automate reattempted Transactions. A new Transaction record will automatically create from the reattempt logic if the original one fails. Out-of-the-box, Blackthorn | Payments enables reattempt logic for four reattempts, one day apart.

What Payment Gateway are you using?

Reattempt logic only applies to Stripe and Authorize.net Payment Gateways.

Automated Reattempts applies to Transactions with:

  • A Payment Method.
  • Auto-Process checked
  • Due Date equals or is less than TODAY.
  • Transaction Status = "Failed".

Customized your reattempt logic in custom settings.

Reattempt Logic Process

  • If the Transaction fails, a new Transaction is automatically generated with a Transaction Status = "Open".

  • The new Transaction is generated in a scheduled job under "Blackthorn Payments daily captures." If you want to change the frequency of when these jobs process, click "Manage".

  • Each newly generated Transaction from the failed Transaction is related. On the original failed Transaction record, you'll see all of the reattempts in a related list and a field called Reattempt Number that auto-increases by 1 each time that original transaction is reattempted.

  • Based on the reattempt number, you can take action.

    Our recommendation: Create a Process Builder process whereby each criterion fires by an incremental Reattempt Number, such as

    • Reattempt #1, do nothing.
    • Reattempt #2, auto-fire an email template to the Payment Method email address with a PayLink so the customer can update their card.
    • Reattempt #3, create a Task for someone internal to follow-up, etc.

The full use case can be found here.

Next Steps

Troubleshooting

If you have received an error with the auto-process and/or reattempt logic or have a question, please view our Troubleshooting page. If you still have Default Payment Method questions, please contact Blackthorn Support. We're happy to help!