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. Scroll to the bottom of the settings and click on Save to apply the update.


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 Max Classic application.

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