Online payment rules

Where the rules are

Settings, Banking & payments, Online payments has two tabs: Connections, the firm's own provider accounts (see Take payments online), and Rules, described here. Each rule shows its default and what it does, and every change is recorded in the settings history.

Pay links and reminders

• Print a pay link on bills (off by default). A posted bill then carries a link and QR code that open a page to pay it online.
• A payment link stays open for (days) (30). How long a link stays open when the request names no other day.
• Remind the payer after (days) (3,7). The days after a request is made on which its link is sent again while it is unpaid. Give them separated by commas; leave it empty to send none.

Saved cards, wallets and scheduled charges

• Amount charged to save a card (1.00). What a payer pays to save a card for scheduled charges. It is receipted on account.
• Words of the payer's authority. The words a payer accepts to give a standing consent to be charged, written with {firm} where the firm's name goes. A payer sees these on the page where they give the authority (see Using the client portal as a client).
• A mandate link stays open for (days) (14). How long a payer has to give the authority from the link they are sent.
• Try a failed scheduled charge again after (days) (1,3,7). The days after a failed charge's due day on which it is tried again; after the last, the payer is asked to pay by link.

Provider keys

• Refresh provider keys every (days) (90). A provider's keys must be entered afresh this often to take new payments. Past the day a connection takes no new payments until new keys are entered, while payments already under way finish.
• Warn before the refresh day (days) (14). Those who manage connections are first told this many days ahead, and again at seven days and at one.

Who pays for what

• Post office money taken online without confirming (off). When on, office money posts as soon as the provider confirms it. Client money always waits for a person to confirm it, whatever this says.
• Add the provider's fee to what the payer pays (off). When on, the payer adds the provider's fee to office money; the fee is shown before they pay and booked as income.