Billing Automation

The actions area is where you can set up internal commands that respond and take actions when someone purchases or for billing. This takes the manual work out of the follow-up that happens when either of these activities happens. Your browser do...

We use the Billing Settings to define global defaults for payments.  Go to E-Commerce > Settings in the main navigation menu   Click on Orders  in the settings menu.   In the Billing section, you can review and edit ...

Max Classic can automatically calculate and apply Country, State, and City sales tax to online and offline orders. Taxes are determined by the tax laws of your country, state, city, or province. If you aren't sure of tax laws, contact your tax autho...

The default country is pre-selected when a customer checks out through your Max Classic Shopping Cart or Order Form. You can change the default country in the Order Settings. Go to E-Commerce > Settings in the master nav. Click on Orders  in...

You can offer payment plans as an option instead of paying for a good or service all at once. You can define the number of installments and number of days between payments.

Set up automation when an autocharge fails or is successful.

You can set up billing triggers that help you proactively communicate with a customer when their card is about to expire. This type of follow up will reduce auto-charge failures due to expired credit cards. Expiration Trigger Timing:  The billin...

You can send an email reminder that a credit card is about to expire. You can only access credit card merge fields when you create emails through the Billing Automatons. Go to E-Commerce > Settings Click on Billing Automation in the sett...

Pro-Tip! Follow the steps below, to automate the credit card update process. If you don't have all of this set up previously to a card failing, you could simply create an order form with a $0 product and have them fill it out to capture their n...

You can receive an order notification email for each shopping cart purchase and customize a few other Shopping Cart settings. Go to E-Commerce > E-Commerce Setup in the master nav. Click on the Shopping Cart Settings link at the top right. ...

Guest Author:  Christian Wiles Keap Certified Consultant and Developer Automate Today, LLC   There are a lot of automation options when working with the E-Commerce portion of Max Classic. Sometimes it is tough to find out when certai...

You can define a purchase action that runs when a specific item has been purchased.

Order Invoices serve two purposes in Max Classic: they are used to request payment for unpaid orders and are sent as a receipt for paid orders. There are two options for invoices and receipts: Enable Payment Collection Invoice & Receipt is the mos...

Enable payment collection on Invoices The invoices will work with all order types: online orders, unpaid orders, or manual orders. To enable this feature: Go to E-Commerce > Settings Click on Orders Under the Invoice  section, you will s...

By default, purchase actions trigger when someone purchases through the shopping cart and order forms.

You can also manually send an invoice when a customer requests it, you want to send an invoice for an unpaid order, or if you are not automatically sending invoices upon successful payment. While viewing a contact record, click on the Order tab. ...

Max Retries When a payment fails, the Max Retries setting will attempt to process the payment based on the number entered in its field. Once the order has attempted the number of Max Retries , there will be no further attempts unless it is res...