How to Manage the Payment Interval Before Invoice Due Date

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 Due Date

The payment interval is the number of days before an invoice is due that Upmind automatically charges the client payment method. Upmind has a system default. The payment interval can also be overwritten for each individual client.

1. Go to Settings

2. Find the Payment option tile.

3. Under Billing Automation, find the Charge Interval Before Due Date (in Days). This is the number of days before an invoice is due that an invoice will be charged.

   

4. You can also change the invoice charge attempt interval

Overriding the payment capture setting for individual clients

1. Go to Clients. Select the client you want to manage.
2. Click Settings then Billing. Scroll down to find Billing Automation. Then you can fill in the Payment Capture Interval (in days) for the client.
3. Finally, click Save.

How to Set the Payment Interval Before Due Date with Pending Payments

This setting works similarly to the Charge Interval Before Due Date, but it specifically applies to:

• Direct Debit payments
• Invoices with pending payments (such as incomplete or failed transactions).

Managing Pending Payments (Purge After Inactivity)

In case there are pending payments that have not been captured, the system will automatically purge them if they are older than X days. This helps keep the system clean by removing incomplete or abandoned payment attempts.