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Upmind supports both stored and one-time payment methods, each offering distinct benefits and use cases for clients and businesses.

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Stored payment methods

Payment details are securely saved to each client’s account. This helps with smooth recurring billing for subscriptions, automated invoice payments, and effortless renewals. Clients have the flexibility to add, update, or remove their stored payment methods anytime from their billing profile. Admins can require payment method storage for specific gateways or products. All payment data is tokenized, so that sensitive information is never stored directly on Upmind’s servers. When this feature is enabled, stored payment methods are automatically charged for future invoices, reducing manual work and late payments. You can check out this guide for more information on stored payment settings. Examples: Credit card on file, PayPal Billing Agreement, GoCardless mandate.

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One-time payment methods

Payment details are used for a single transaction only and are not saved for future use. This is ideal for manual or one-time payments, single invoice settlements, or when clients choose not to store their information. While the payment is processed securely, no recurring billing or auto-renewal is possible with one-time methods, as details are not retained after the transaction. It is beneficial for guest checkouts. You can check out this guide for more information on one-time payment settings. Examples: Entering card details for a one-off invoice, using PayPal Express Checkout without saving the agreement.

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Recurring billing

A stored payment method is required. Upmind will automatically charge the payment on the due date and retry if it fails, following your billing automation settings.