Rules for Creating Payment Requests and Autopayments¶
In this section
See also
Open the Payment requests tab to set up rules for the Creating payment requests task to create payment requests and autopayments.
Rules for Creating Payment Requests¶
Payment requests are created for customers of a specified division that have accounts in a specified currency.
A payment request Type is a reason for creating it, for example, if there is a non-zero recommended payment for an account.
Period to search for previous requests determines how often requests can be created. A new payment request is not created if there is already another request waiting to be paid that was created less than a specified number of days ago.
Period for creating payment request before service disconnection determines whether a recommended payment is calculated for an account (and a payment request is probably created) or not. If the account is used to pay for a service that can be disconnected during this period (for example, due to its billing period end, or an expiration of a credit limit for a deferred payment, or insufficient funds for further charging), the recommended payment is calculated. If the payment is non-zero a request is created.
Period for calculating payment amount is a number of days for calculating a recommended payment, i.e. a payment request amount.
Use Minimum amount and Maximum amount to limit a payment request amount. If a calculated recommended payment does not fall within this range no payment request is created.
When you select the Create requests only for accounts with auto top-up subscription check box payment requests are created only for accounts of customers that have entered payment details for auto top-up in the Customer Self-Care Portal.
Rules for Creating Autopayments¶
Use tags to specify categories of customers that can use auto top-up. The rule will be valid for customers that have all entered tags. If you leave Customer tags empty all customers that belong to Division will be able to use auto top-up.
Autopayments are created for accounts in a selected Currency.
In Bank, enter a bank that is the role of an organization representing a payment system used for processing payments.
Autopayment creating Condition is to correspond to a payment request type. Unpaid payment request is the basis for creating an autopayment.
Use Minimum autopayment amount and Maximum autopayment amount to limit an amount to be charged on a customer's card (or an account within a payment system). If a payment request amount does not fall within this range no autopayment is created.
Also, you can specify Maximum total amount of autopayments per month for topping up one account.
Over a month, a number of autopayments for each account cannot be greater than the one specified in Maximum number of autopayments per month. Also, autopayments cannot be created more often than specified in Minimum interval between payments.
When determining the number and the total amount of autopayments per month, only autopayments with successful chargings are considered.
Period between creating an autopayment and an actual attempt of charging on a card or an account equals Charging delay. You can use this time to notify a customer about scheduled charging, for example.
If the number of autopayments with failed charging attempts created for one payment request reaches Maximum number of failed charging attempts before canceling auto top-up subscription then an auto top-up subscription is canceled and the payment request becomes Unpaid. To resume auto top-up, a customer will have to enter payment details once again.
If a charging attempt fails due to a reason that makes all further attempts useless (for example, due to a card expiration or a suspected fraud notification), a subscription is canceled right after the first attempt.
Also, a subscription suspends after three sequential failed charging attempts caused by an internal error.