Payments properties

Expiry Handling

Automatic Payment Scheduling default
When a payment is scheduled specifies which amount will be charged.
  • No Auto Payment
  • Schedule Payment of Account Balance
  • Schedule Payment of Invoice Amount
  • Schedule Payment of Strict Invoice Amount
Schedule payment n days after the
Specifies how many days after the selected date the payment is scheduled.
  • Invoice date
  • Invoice close date
  • Invoice due date
Only take action on accounts with an invoice in the last n days
Specifies that an expiry action is only taken on recent accounts with an invoice issued in the set number of days.
Expiry Actions
Specifies actions that are taken before expiry of stored credit card information. Multiple actions can be defined.
n days before expiry
Specifies the number of days before expiry the Run action is taken.
Run
Specifies the action that will be applied.
  • Disable dispatch of invoices, reminders and statements
  • Disable feature
  • Disable login access and continue billing
  • Enable dispatch of invoices, reminders and statements
  • Enable feature
  • Enable login access and continue billing
  • Send Document
  • Send Email
  • Send Statement
  • Suspend Account
  • Unsuspend Account
For more information, see Advanced.

Notifications

Send a notification when:
Specifies when a notification is sent.
  • A payment attempt is declined the first time
  • A payment declined for the last time and won't be retried
  • Any payment attempt is declined
Email, SMS, Print
Declined payment notifications can be sent by email, SMS and print. A notification can be sent via multiple methods that can specify individual format and schedules.
For more information, see Notification method configuration.
Note: Payment email templates use the payment document type.