Billing Settings

This article applies to:

We use the Billing Settings to define global defaults for payments. 

  1. Go to E-Commerce > Settings in the main navigation menu
     
  2. Click on Orders in the settings menu.
     
  3. In the Billing section, you can review and edit the following settings:
    • Currency Locale: This setting controls the currency displayed on products in the shopping cart, order forms, and invoices. 
      • Select either US Dollar, Euro, Pounds, Rands, Australian Dollar, Canadian Dollar, or New Zealand Dollar.
      • Note: This setting controls the currency display only. The actual currency is based on your merchant provider settings
    • Payment Types: These payment types show up when processing manual payments in an order record.
    • Charge Defaults:
      • Default Auto-charge: Set to Yes if you want the system to automatically charge credit card payments for payment plans and the recurring subscription programs.
      • Charge Tax: Set to Yes if you want to automatically calculate and charge sales tax for taxable products and subscription programs for all orders.
      • Merchant Account: Select your primary account. It displays on shopping cart themes, order forms, and manual orders, but can also be customized on a per-item basis.
      • (Optional) Max Retries: Change this number if you want Keap to process a failed charge more or less than the system default of 3 times.
      • (Optional) Num Days Between Retries: Change this number if you want Keap to wait more or less than the 2 day system default between each retry.
      • (Optional) Show Payment Interface in Orders Tab: Set to Yes to view a payment history from an order record. This turns on a More Payments button with a date range search.
      • (Optional) Days to Wait Before Auto-charging: This setting delays all pending auto-charges; e.g., if you set this to 3 days, all pending auto-charges will process 3 days late. Most businesses do not need this setting, but it may be useful when switching merchant gateways or resolving an issue with a gateway.
      • Email Invoices Upon Successful Payment: Set to Yes if you want Keap to send an invoice each time a manual or automatic payment is posted to Keap.
      • Reset Failed Auto-charge Attempt Counters When Credit Card Changes: Set to Yes if you want to zero out the auto-charge counter for a new credit card instead of resuming the count based on failed charges on a previous card; e.g., the previous card was tried twice. If you don't reset, a failure on the new card will count as the third try instead of the first.
      • (Optional) Don't Auto-charge Invoices That Have Been Outstanding For More Than: Select a time range limit for auto-charge attempts. The system will not charge the card after this time limit is reached. The default is 12 months. You can also choose 9, 6, 3, or 1 month.

  4.  Credit Card 
    • Require CVC at Checkout? Mark this either Yes or No. Note that you want to consult with your merchant account to see if it is required or not.
    • CC Types: In this box you can add or remove accepted Credit Card types. 
      • Allow UK Maestro Cards? Mark either Yes or No.
    • Update Credit Card Page Header
      • Preview: This shows you what currently will show up on the Update Credit Card page Header
      • Edit: Allows you to make changes to the Header
      • Source: Allows you to view the current HTML code and/or modify the code.
    • Update Credit Card Page Footer:
      • Preview: This shows you what currently will show up on the Update Credit Card page Footer
      • Edit: Allows you to make changes to the Footer
      • Source: Allows you to view the current HTML code and/or modify the code.
    • Update Credit Card page Thank You Message:
      • Preview: This shows you what currently will show up on the Update Credit Card page Thank You message
      • Edit: Allows you to make changes to the Thank You message
      • Source: Allows you to view the current HTML code and/or modify the code.
    • Clicked Update Credit Card link: Actions. The actions button allows you to apply actions (such as apply a tag, send an email, etc) when a contact clicks on the Update Credit Card link in the Update Credit Card email.
    • Updated Credit Card via link: Actions. When the contact updates his/her credit card on file you can apply select actions to run (such as apply a tag, send an email, etc.)
  5. Notifications
    • The Notifications area is where you can set up to be notified  if your merchant account has failed multiple times to charge your customers. 
      • Notification Email Address: You can set which email address should receive the notifications
      • Merchant Failures Before Notification: How many times a merchant should fail to process an order before the user is notified
      • Skip Action Info on Order notification: Would you would like for the email to contain order information or not on the notification
    • This is what your notification email will resemble: 
  6. Chargeback Dispute 
    • You can enter the data you wish to appear on your Chargeback Dispute. 
    • You can apply text for the Top Text area, for Single Step Text, and Multi Step text
  7. Fulfillment 
    • You can select what information you would like to use for Fulfillment Orders. 
    • Service Orders: Would you need them initiated for Services
    • Ship Orders: Would you need to Ship products
    • Shipping Unit: In what Shipping Unit would you like to use.
  8. Legacy Order Form Thank You Page
    • This Order Form Thank you Page will only be used if you are using our old Legacy Order Forms. It can be edited to your needs.
    • Select "How soon can someone place a duplicate order from an order form and it is not considered a duplicate?" This function also only pertains to orders made through a Legacy Order Form.
    • All New Order Forms have the option to update a Thank You page on their individual set up pages.
  9. Scroll to the bottom of the settings and click on Save to apply the update.

FAQs

Q: If I increase the number of max retries in Ecommerce settings will already failed payments now retry again?
A: No, that does not affect orders already created as their Payment Plans are already "locked in"; Only new orders will be affected.

Q: When do charges automatically occur?
A: Charge attempts occur every 3 hours, but not on the hour (e.g. not 12:00 AM, 3:00 AM, 6:00 AM, etc.) The exact time may vary between each Keap Ultimate application.

If I update my currency in Stripe, after I have connected Stripe to my Keap account, will the currency automatically update in Keap Ultimate?
No. You will need to update the currency in the Billing section too.

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