How can I enable/disable autocharge payments and email reminders?

How can I enable/disable autocharge payments and email reminders?

Overview

You can now stop automatic payments from getting triggered at the account level as well as stopping email reminders from going out. This is especially useful when you need to do it in bulk rather than editing individual orders. You will be able to change this setting for both automatic payments and automatic or manual email reminders.

How to switch automatic payments and/or reminders on/off?

You might have orders that are on an automatic payment schedule. This means the system will automatically collect money on the due dates and would also send an email reminder a week prior to collecting the money. You can turn automatic payments and email reminders on or off by following the below steps.

Step 1: You would go to Settings -> Policies -> Autocharge payments.

Step 2: Next you will go to the "Additional options" section where you can check or uncheck the "Enable Autocharge system", if you uncheck, the system will automatically stop any payments that are scheduled to be taken automatically. You might then want to uncheck the "Send reminders for Autocharge payments", as well. This will stop any automatic payment email reminders from going out.

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How to switch manual payment email reminders on/off?

If you have orders that are not on automatic payments, the system sends a reminder a week prior to the due date. You can turn these email reminders off by following the below steps.

Step 1: You would go to Settings -> Policies -> Manual Payments

Step 2: Next you would uncheck the "Send reminder for manual payments" to stop email reminders from automatically going out.

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NOTE: It is important to note that if you go back and enable autocharge payments, the system will automatically collect any past due payments. If needed you might want to edit past installments so they are not charged.

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Contact us

Please don't hesitate to reach out if you have any questions. Contact our support team at support@jumbula.com.

Best Regards, Jumbula Support Team

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