---
title: "Payment settings and emails"
description: "The autopay retry, reminder, and pay link settings on the Payments page, their defaults, and every payment email your clients receive."
url: "https://support.outpostplatform.com/client-payments/payment-settings/"
product: "depot"
type: "reference"
status: "draft"
ai_summary: "MSP plan. Autopay and reminders on Client billing > Payments: Tries per invoice (3), Retry after (3, 5), Tell the client before a charge (10 days), Warn before a card expires (30), Remind to set up again every (7), Pay links work for (90 days after due). Lists every payment email clients get, from receipts and failures to autopay, refund, and price change notices."
availability:
  plans: ["msp"]
  permission: "psa:payments"
  preview: false
source: "https://gitlab.com/outpostplatform/docs/-/edit/main/src/content/docs/client-payments/payment-settings.md"
license: "CC BY 4.0"
---

# 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](/client-payments/surcharges/).

## 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](/msp/discounts-and-price-increases/). |

The invoice email itself is unchanged, except that it carries the pay link.
See [Invoice clients](/msp/client-invoicing/).

## Related

- [Client payments](/client-payments/)
- [Set up autopay for a client](/client-payments/autopay/)