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Scheduled Payments

Using the scheduled payments settings you can configure the default behavior for collecting payments when an invoice is sent for a subscription. The ChargeOver default behavior for this is when an invoice is created for a subscription a payment will automatically be attempted. But sometimes you want to change this behavior to be something like when a invoice is created for a subscription collect payment in 30 days. Below we will walk through the set up and configuration.

Getting started​

To get started using this feature you can head to account settings. Once in your account settings expand the Settings dropdown and select Scheduled Payments.

Once here you can click reconfigure to modify the default behavior that will apply to all invoices created from a subscription.

Changing the default behavior​

Once you click the reconfigure option you will be presented with a setup wizard that will guide you through the process of selecting a new default behavior. There are four options you can choose from:

  • Send and pay invoices on the day they were created
  • Send the invoice immediately, then take payment on the due date
  • Send the invoice immediately, then take payment in X days
  • Use a custom payment schedule

We will explain each of these options more in depth below.

Send and pay invoices on the day they were created​

This behavior is the default ChargeOver behavior that every instance is configured to use out of the box. When this option is selected once an invoice is created for a subscription, payment will be attempted right away. If you want to use this behavior you don't need to reconfigure anything and your setup is already finished.

Send the invoice immediately, then take payment on the due date​

This option is used to delay the payment until the due date is reached.

Send the invoice immediately, then take payment in X days​

This option will allow you to delay the payment by a certain number of days. For example if you wanted to delay it by 30 days then collect the payment this is the option you're looking for.

Use a custom payment schedule​

This option is for our power users and will give you access to build custom schedules for fine grain control. Using the schedule builder you can configure almost any behavior your want. For example if you wanted to create a schedule that attempted payment 3 times over 3 months for 33.3% each time, you can do that.

Beyond this you will also be presented with another option once you configure your schedule which will allow you to override the default scheduled payments behavior per subscription. This way if you had a customer that wanted to be billed weekly instead of monthly in the example above you can modify the behavior for their subscription only.