The subscriber can have the system send an email requesting confirmation before charging the preferred payment method (credit card, purchase card, or ACH).
To send a subscriber confirmation email, check the Confirmation Requested checkbox, then click OK to save the information.
When the subscriber receives the email, it will contain instructions for logging into MetraView™ and approving the charge.
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Note |
If the subscriber does not have an email address entered in the system, you will get an error if you attempt to set up the Payment Methods Scheduler. |