Preliminary Remarks
In the process control settings, it can be set how the system should react in the event of a failed or revoked payment. Depending on the trigger, additional available system mails are sent to the customer.
Failed payments are shown in the Transactions Log with an error code and in the customer account in the corresponding subscription detail view in the tab Accounting Periods tab in the customer account. Revoked payments are recorded in the Disputes log and in the customer account.
The timing of payment attempts can be set for three different billing periods.
Note: Process control only applies to subscriptions, not to single products.
Manage process control
In the tabs, select the desired accounting period for which the settings should apply.
more than 1 month, up to 1 month, up to 1 week
Set the interval at which a payment attempt should be made.
Payment attempt when due
Payment attempt after X day(s)
Payment attempt after X further day(s)
Click on + to add more payment attempts. Click on - to delete payment attempts.
Note: Each time a payment attempt fails, the Notification of a failed payment attempt email template is sent. If all payment attempts fail, the email template Notification of a failed recurring payment will be sent. If the subscription is canceled according to the settings, no additional cancellation email will be sent.
What should happen afterwards?
What happens to the invoice?
Nothing
Switch to invoice payment
What happens to the subscription?
Nothing
Cancel
Should it be blocked?
No
Yes, block product access.
Yes, block customer access.
When access is blocked: When will product access be granted again?
Manually
After changing the payment method
After payment
Note on blocking access: If the selection is made to cancel the subscription, the selection for blocking and renewed product access is obsolete.
If customer access is to be blocked, the customer can no longer change their means of payment via Self Service. The payment method can only be changed by an employee in the Merchant Backend.
Payments revoked by the customer
The same settings can be made as in What should happen afterwards?.
Note: If the customer revokes the payment, the PSP will block the bank account.
Application example
The following settings have been made:
The payment attempt should be made
when due,
after 2 days,
after 4 more days and
after 6 more days.
If no payment has been received by then, the following should happen:
Payment method is switched to invoice payment. The subscription will not be canceled. Product access is blocked. As soon as payment has been received, product access will be granted again.
Payment is due on 06/01. The 1st payment attempt will be made on 06/01.
A further payment attempt will be made on 06/03. (2 days later).
A further payment attempt will be made on 06/07. (another 4 days later).
The last payment attempt will be made on 06/13. (another 6 days later).
The transactions still show that the payment has failed.
The settings which have been made in What should happen afterwards? now take effect.