Payment Method Updates – Families with Failed Payments
Run and interpret the Payment Method Updates report to see which families with failed or locked scheduled payments have recently updated their payment method.
Overview
Use the Payment Method Updates – Families with Failed Payments report to see which families with failed or locked scheduled payments have recently updated their payment method and when they did so.
On the report page, you see this description:
Shows families who have at least one failed/locked scheduled payment and who recently updated their payment method.
This report helps you confirm that families took action after a failed or locked scheduled payment, so you can decide whether to retry charges or follow up.
The report only includes families that both have at least one failed or locked scheduled payment and have recently updated a payment method. Families with failures but no recent update do not appear here.
Run the report
Use these steps to open the report, filter the date range, and review results.
Open the Payment Method Updates report
- Sign in to the Campium Money admin portal.
- Go to Reports › System › Payment Method Updates – Families with Failed Payments.
- Confirm you see the page description:
Shows families who have at least one failed/locked scheduled payment and who recently updated their payment method.
When the page loads successfully, the table card heading reads Payment Method Updates (Families with Failed Scheduled Payments) and the Filters panel is visible at the top.
Set Filters (Start Date and End Date)
- In the Filters section, set Start Date to the earliest payment method update date you care about.
- Set End Date to the latest payment method update date you want to include.
- Click Apply to refresh the results.
After you click Apply, the table refreshes to show all qualifying payment method updates in the selected date range.
Review report results
- Look at the table titled Payment Method Updates (Families with Failed Scheduled Payments).
- For each row, review Date, Name, Account, Type, and Link to confirm which families updated which payment methods and when.
- Use the Link column to jump to the relevant family or account record for follow-up.
If no rows appear, the page shows: No payment method updates found for families with failed/locked scheduled payments in the selected date range.
If a family does not appear in this report but has failed or locked scheduled payments, they have not updated their payment method during the selected date range. Consider contacting them before attempting additional charges.
Filters
Use the Filters section to control which payment method updates appear in the report.
Filter fields
All filters appear under the heading Filters, above the table.
Start Date
Lower bound for the date range, based on when the family updated their payment method. The report includes payment method updates on or after this date.
End Date
Upper bound for the date range, based on when the family updated their payment method. The report includes payment method updates on or before this date.
Apply
Runs the report with the selected Start Date and End Date. Click Apply any time you change filter values to refresh the results.
Report table
The main results appear in a card titled Payment Method Updates (Families with Failed Scheduled Payments).
Each row represents a single payment method update by a family that currently has at least one failed or locked scheduled payment.
Columns
Use the columns to understand what changed and how to follow up.
Date
Date and time when the family updated their payment method. Use this to confirm whether the update occurred after the failed or locked scheduled payment.
Name
Family or account holder name associated with the updated payment method. Use this to identify who took action.
Account
Internal account identifier or label for the family. This helps you match the update back to billing or CRM records.
Type
Type of payment method that was updated, such as card or bank account. Use this to understand how future scheduled payments will be attempted.
Link
Action link to open the related record (for example, the family profile or account detail page) where you can review the full payment history and manage scheduled payments.
Empty state and interpretation
When no matching records are found for the selected filters, the report shows this message:
No payment method updates found for families with failed/locked scheduled payments in the selected date range.
Use this behavior to interpret your results:
- If you expect updates but see this message, expand the date range and click Apply again.
- If you are checking follow-up after a recent failed billing run and see this message, families may not have updated payment methods yet and might still need outreach.
Using the report in your workflow
Use the report alongside your failed or locked scheduled payment views to decide what to do next:
- Confirm that a family appears here after they report updating their payment method.
- Check the Date column to ensure enough time has passed before retrying charges.
- Use the Link column to open the family or account record and reschedule payments or adjust payment plans as needed.
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