Payment settings and emails

These settings apply to every client. Change them on Client billing > Payments, in the Autopay and reminders card, then select Save autopay settings. Changing them needs psa:payments.

Autopay and reminders

Setting	Default	Range	What it does
Tries per invoice	3	1 to 10	How many times autopay charges an invoice before it stops and raises an alert.
Retry after	3, 5	Up to 9 positive numbers	Days after the due date to try again after a decline, separated by commas.
Tell the client before a charge	10	0 to 60	Days before an autopay charge that the client is emailed the amount and date.
Warn before a card expires	30	0 to 120	Days before a saved card expires that the client is emailed.
Remind to set up again every	7	1 to 60	While a provider is draining, how often each client still on it is asked to set up payment again.
Pay links work for	90	1 to 3,650	Days after an invoice’s due date that its pay link keeps working.

Whatever these say:

• A hard decline, such as a closed account or a card reported lost or stolen, is never retried.
• A returned bank payment is presented again at most twice.

The card surcharge is set in the Card surcharge card on the same page. See Add a card surcharge.

Emails to clients

Payment emails go to the client’s billing contact, carry your branding, and link to your client portal address when you have one. Each is sent once per event, however many times the system retries.

Email	Sent when
Payment received	A payment is recorded on an invoice. It is the receipt.
Your bank payment is processing	A bank payment is accepted but has not cleared.
Your payment did not go through	A payment fails after the payer left the page, an autopay charge is declined, or a bank payment is returned. It says when autopay will try again, and links to pay another way when it can.
Automatic payments are set up	A client authorizes autopay. It carries the exact authorization and a link that stops autopay.
Automatic payments are off	Autopay stops, by any route.
An automatic payment is coming up	The number of days in Tell the client before a charge before a charge.
Your card on file expires soon	The number of days in Warn before a card expires before a saved card expires.
Set up automatic payments	You select Email a set-up link, or a client’s method is on a draining provider. The link works for 14 days.
Refund issued	A refund succeeds.
Upcoming price change	A scheduled price increase’s notice falls due. See Add discounts and annual price increases.

The invoice email itself is unchanged, except that it carries the pay link. See Invoice clients.

Related

• Client payments
• Set up autopay for a client