Click ENABLE to enable the functionality.
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This displays a dialog with two tabs. You can only use one of these tabs.
Standard
Using the Standard tab auto-creates a workflow definition based on the vsettings provided.
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This Workflow uses a new Handle Declined Transactions Action to retry transactions. The workflow will:
Perform up to three retries based on the configured number (1, 2 or 3).
Mark transactions as not retriable after the maximum number of retries.
Allow for a configured number of wait days between retries.
Check that the customer’s account has a balance greater than $0.
Note
This tab does not support declined ACH transactions. If you require handling ACH transactions as well, you’ll need to use the Advanced tab and request assistance from IDI to set up separate workflows for credit and ACH transactions.
Number of Retries
Select from the drop down menu the number of times to retry a declined credit card transaction (1, 2 or 3)
Days Between Retries
Enter the number of days to wait between each retry attempt. This field defaults to 0, meaning a retry will occur every time the recurring trigger runs based on the configured Frequency.
Don’t Evaluate After X Days
Transactions older than the entered number of days will not be evaluated.
Balance To Date
Lets you direct the retry logic to use the balance to date on the account rather than the original transaction amount. Balance to date includes the sum dollar amount of the current balance and past due balance and any posted payments and adjustments that have not yet been invoiced.
Frequency
Select how often the recurring trigger should run (Daily, Weekly or Monthly)
Advanced
The Advanced tab is for experienced Workflow users and lets you create a custom Workflow for Credit Card and/or ACH transactions.
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Note
It is recommended to not use the same workflow for both Credit Card and ACH processing since retrying ACH payments can have a financial impact on end users as they may receive overdraft fees.
Credit Card Workflow | Select the Workflow you configured to act on declined credit card payments. If no workflow is selected no action occurs. |
ACH Workflow | Select the Workflow you configured to act on declined ACH payments. If no workflow is selected no action occurs. |
Don't Evaluate After X Days | Don't evaluate transactions older than a specified number of days. |
Balance To Date | Lets you direct the retry logic to use the balance to date on the account rather than the original transaction amount. Balance to date includes the sum dollar amount of the current balance and past due balance and any posted payments and adjustments that have not yet been invoiced. |
Frequency | Select how often the recurring trigger should run (Daily, Weekly or Monthly) |
Saving Your Settings
Upon clicking SAVE, a recurring trigger is created based on the configured Frequency, an internal SaaS configuration setting is enabled, and the ENABLE button becomes a DISABLE button. Also, a Workflow definition is auto-created if you used the Standard tab.
Click DISABLE if you want to stop using this functionality. This deletes the trigger. In this case you would need to re-enable and re-enter the parameters if you want to use this functionality again.