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Overview
This article walks you through how to configure automatic retry settings for failed payments in Hapana Core. This helps ensure missed transactions are followed up without manual intervention, reducing the risk of revenue loss.
Prerequisites
- You must have access to Hapana Core with Retail Configuration permissions.
- Ensure you are familiar with your business's payment retry policy.
1. Log in to your Hapana Core Account
Go to core.hapana.com/login and sign in using your credentials.
2. Click the Payments tab
From the top navigation bar, click Payments to open the drop-down menu.
Tip: This menu gives you access to settings related to sales and billing.
3. Select Retail Configurations
From the Payments drop-down, click Retail Configurations.
4. Select Retail Settings
On the left-hand menu, click Retail Settings to open available package and billing options.
5. Scroll to Retry Failed Payments
Scroll down the list until you find Retry Failed Payments. Click the pencil icon to begin editing the settings.
6. Set retry parameters
In the pop-up window, input the following:
- Retry failed payments after: Enter the number of days after which the system should retry a failed payment.
- Retry Automatically for: Enter the number of times the system should retry.
Tip: A shorter retry period and higher retry count can help catch temporary issues with payment methods, but be sure it aligns with your customer service policies.
7. Click Save
Once you’ve updated the values, click Save to apply changes.
Expected Outcome
Once configured, Hapana will automatically retry failed payments according to your set values, improving billing efficiency without requiring manual follow-up.
Frequently Asked Questions
Q: Can I disable automatic retries altogether?
A: Yes. Set the retry count to zero to disable auto-retries.
Q: Will the client be notified of each retry?
A: Notification settings are managed separately in the communications configuration area.
Q: Does this apply to all payment types?
A: Yes, it applies to all recurring payments processed through Hapana.
For help or questions, reach out to our support team via [email protected]
