EFT Auto Cancellation on Repeated Declines

Customer EFTs can be set for automatic cancelation after a certain number of consecutive declines.
(Automatic EFT drafts only) You can set the number of consecutive declined payments before cancellation, to align with your business’s specific needs. 

See how to manually cancel an EFT here: https://tan-link.zendesk.com/hc/en-us/articles/31081635841165-How-to-cancel-an-EFT-Membership

 

If enabled,  this feature will set a cancelation date (last tan date) on the customer's account once the number of consecutive declined draft attempts has been reached and will cancel the membership after this date.

 

When autocanceled by the system, any Add-on EFTs will be removed from the customer account along with the EFT. You can also reach out to support to request all Credits, ISA, and Bonus Bucks to be automatically removed when EFTs are canceled. 

Redraft attempts that are declined do not add to the number of declines for autocancel. Only Monthly drafts are counted. When a redraft attempt is successful, or when a past-due balance is paid, the number of declines is reset.

 

How to set Automatic Cancelation

Go to Packages >Update Packages and select from your list of active/inactive EFT packages. A different number of declines can be set for each EFT package.

 

Then, go to the Package Start/End Dates & Activation section and enter the Number of Attempts Before Auto Cancel as needed. Make sure you click on UPDATE PACKAGE at the bottom to save your changes.

 

When the EFT is sold to new customers, the autocancel settings will also be added to the account.

If the number of declined drafts is reached, the system will add a Last Tan Date to the account and expire the EFT accordingly.

 

Automatic Cancellation Email Report

 

Go to General Settings> Emailed Reports to configure the users to receive the automatic EFT cancellation Report. Only customers who have reached the number of declined draft attempts will show on this report.

 

The date for cancellation is also included in the report.

The Default # of days for cancellation is 10 days from the date they declined last. This can be changed by messaging support.

 

 

Set Auto Cancellation for Existing EFT Customers.

Please note that any changes made to your EFT packages will apply to new signups only and will not be updated on customers who already had the EFT before the changes. If you need to apply this to existing customers, then you can add or edit Auto Cancel settings for each customer individually. 

From the customer's account, click on More Details > Accounts Details/History and scroll down to the section displayed below:

 

Click on DO NOT AUTO CANCEL and enter the Number of Decline Attempts as needed. Then press Enter on your Keyboard to save the changes.

 

How to prevent an account from being canceled.

If you wish to prevent cancellation, you can easily do so by clearing the Cancel/Expire Date date from the account Under More Details> Account Details/History.

Click on the Cancel/Expire Date and delete the date that was set for cancelation. Then press ENTER on your Keyboard to save your changes.

 

Successful redrafts and past-due payments.

A successful redraft or payment for the past due amount resets the decline count back to the original # of attempts. 
A successful redraft or Past-due payment does not automatically remove the autocancel date once it's been set on the account. 

If the number of declines required for the system to set a cancel date has been reached, the cancel date will not be removed by a successful redraft or past-due payment. If an account was set for cancellation and you want to retain this customer, the cancel date needs to be manually removed. Even if the owed balance is paid.