Payment Options Overview
A summary of payment resources
Customise settings to configure global payment options.
To open the Payments Options page:
- Log in to your Upmind account,
- Click Settings.
- Click the Payment Options tile.
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
|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.
Customise settings to control automatic payments recurring and overdue plus related notifications.
|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.|
You can also customise client wallet settings.
- This article describes client wallet settings.
- Learn how clients can access their wallet (account balance) after they log in to their store account.
|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.|
Updated 11 months ago