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Payment Retry terms are triggered during a Bill Run, as long as the Bill Run setting 'Run Payment Retry Terms' is enabled. Payment Retry Terms will be executed by the Bill Run prior to attempting to bill customers. This approach ensures that retry term actions will take effect before billing occurs, e.g. charge a late fee or deactivate an account for overdue payment. If billing were to occur first a payment may succeed and prevent a late fee from being applied to an account or an account which should be canceled due to late payment would instead be billed before the retry term triggered the cancelation.

If a valid payment is processed, retry terms are reset for the related account and they will process as normal during a bill run. Likewise, if payment retry processes an account and is able to process the card, the process is reset as well.

Adding Payment Retry Terms

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1. Ensure that the correct payment method is associated with the account. In the case of Payment Retry Terms; Credit Card

2. In the case that you need to send an email to a contact on the account (Billing, Administrative, etc.) ensure that the appropriate contact type has "Email Contact" checked

3. The Profile Question associated to the Action of "Email" should have no spaces in the title

4. Ensure that the Profile Question has the following fields checked/complete:

   • Name

   • Question

   • REQUIRED (checked)

   • ENTERED and DATA TYPE : Text

5. Ensure the email message fields are properly populated:

   • Name

   • Subject

   • Body

   • FROM Name

   • FROM Address

   • CONTACT TYPE (the Customer contact that will receive the email)

6. Ensure that when configuring a Bill Run, ensure the following conditions are met:

   1. The Payment Methods you are charging are checked off in the Bill Run configuration (i.e. Credit Card, E Check Token, Credit Card Token, ACH)

   2. If you have Payment Terms associated to an account: Run Payment Term is checked

   3. If you have Payment Retry Terms associated to an account : Run Payment Retry Terms is checked

   4. When configuring the order in which actions will take place in Payment Terms and Payment Retry Terms use a value greater than zero, e.g. 1 or greater 'days since first decline', zero days would not be 'overdue'

   5. When configuring a Card Processor under the Setup page ensure that TEST MODE is unchecked after you have finished testing Credit Card processing
      Alert: TEST MODE should only be modified on a Dev/Test environment so that live users/customers are not impacted