Negative Wallet Balances Workflow

Subject: Update on Non-SaaS Workflow and Negative Wallet Balances

Hey team,

[Solution already Planned] Since I run Auth.net V2 payment version. I cannot send out touch points for failed payments. I wanted to share a quick update regarding our efforts to address the non-SaaS accounts. We've implemented a new workflow to identify these accounts and are actively reaching out “manually” to encourage them to update their payment information. Our ultimate goal is to reduce the number of non-SaaS accounts to zero, as they should all be transitioned to SaaS.

[Key Point] Additionally, we've encountered a challenge with several users having negative wallet balances. I'm looking into creating a touchpoint for these accounts to ensure they are addressed promptly. It would be great to explore potential solutions or feature requests that could help us manage this situation more effectively. Thanks for your attention to this matter!

https://loom.com/share/64ab6272b1d04b408400d6da20ab9627

Best regards,
Troy Hitt