How to Manage the Payment Interval Before Invoice Due Date

The payment interval determines how many days before an invoice’s due date Upmind will attempt to charge the client’s saved payment method. This helps to ensure timely payments and reduces the risk of overdue invoices.

In this guide, we'll walk you through how to manage:

1. Payment Interval Before Due Date
2. Payment Interval Before Due Date with Pending Payments

How to set the payment interval before the due date

1. Go to Settings and select Payment Options.

2. Under Billing Automation, find Charge Interval Before Due Date. This is the number of days before the invoice due date that the charge will be applied.

3. Set the Invoice Charge Attempt Interval Days to define how often Upmind retries failed payments.

4. Save your changes.

Override payment interval for individual clients

1. Go to Clients and select the desired client.
2. Click Settings, then Billing.

3. Scroll to Billing Automation.
4. Enter a custom Payment Capture Interval (in days) for this client.

3. Click Save.

How to set the payment interval before the due date with pending payments

In the Billing Automation section, this setting works similarly to the Charge Interval Before Due Date, but it specifically applies to:

• Direct debit payments.
• Invoices with pending payments (e.g., incomplete or failed transactions).

Managing pending payments (purge after inactivity)

If any pending payments have not been captured, the system will automatically purge them if they are older than X days.

You can configure the Purge Pending Payment After X Days of Inactivity setting to automatically remove incomplete or abandoned payment attempts after the specified period.