Payment Options Overview

A summary of payment resources

Customise settings to configure global payment options.

To open the Payments Options page:

  1. Log in to your Upmind account,
  2. Click Settings.
  3. Click the Payment Options tile.

Gateway Settings

At the top of the page, customise automatic payments options:

  • configure the global payment mode (direct capture or authorize)
  • enable or disable the partial payment feature

Field Name

Description

Payment Capture Mode

This defines whether card payments should be captured immediately, or simply authorized and then automatically captured later.

This is useful if you receive fraudulent card payments that are then charged back.

Direct Capture means payment is taken immediately.

Authorize means that payment is just pre-authed. The money will be held on the customer card, and you can then complete the charge later.

Authorization Capture Delay Days

How many days after the payment authorization above should the charge be completed.

Enable partial payment for clients

Can clients pay an invoice partially. If enabled, clients can choose a partial amount to pay on an invoice.

Statement Description

Some payment processors allow us to pass a description which can appear on the client statement.

🚧

You can add or remove payment gateways on a different page.

Billing Automation

Customise settings to control automatic payments recurring and overdue plus related notifications.

Field Name

Description

Max authorization capture attempts

How many times should Upmind try to automatically authorize a payment.

Invoice charge attempt interval days

How many days should there be between automatic charges.

Max invoice charge attempts

How many times should Upmind try to automatically charge an invoice.

Days notice before card expiry notification

Upmind can send a notification when a card comes up to expiry. How many days before a card expires should it be sent? You an configure the notification sent under settings -> actions.

Attempt other saved card on failed payments

If the first automatic payment method fails, should Upmind then try to charge other payment methods on account.

Invoice categories, for auto-charging

Which invoice types should be auto-charged.

  • Recurring invoice = renewals
  • Initial invoice = new orders
  • Migration = upgrades/downgrades
  • One time service = one-time orders
  • Consolidation = invoice consolidations

Charge invoice before due date

How many days before an invoice is due should the first charge be attempted.

Charge interval before due date (With pending payments)

Where the payment gateway is not instant and can take time (e.g. Direct Debit).

How many days before an invoice is due should the first charge be attempted.

Ma days to attempt payment after charge date

On an import from an external system to Upmind, if services are overdue when imported, how overdue should they be before automatic charging attempts are not made.

Payment days term priority

If multiple services are on one invoice and they have different payment days set (for invoice due dates in relation to service expiry), which date should be taken.

  • Smaller (the earlier due date)
  • Bigger (the later due date)

Expiration Notices

How many days before expiry should the trigger for product expiry notifications be sent.

Client Wallet

You can also customise client wallet settings.

Field Name

Description

Multi-Currency Balance

Whether account balances can be used in any currency when paying an invoice. Amounts will be converted in the current payment currency.

Auto-comsume balance on invoice due date

If an invoice falls due, and the client has account balance - should it be auto-consumed.

Disable top-up for clients without active orders

If a client does not have an active order, should they be prevented from topping up. A sensible fraud prevention setting.


Did this page help you?