Scheduled Payments

Table of Contents

Scheduled Payments #

When do Automatic Payments Process? #

Travelers who have automatic payments set up have their payments processed the morning of the payment date (EST).

Payment Statuses

  • Upcoming – Payment is scheduled for a date in the future, and is not already satisfied by a Cleared Transaction

  • Paid – Payment has been satisfied by a Cleared Transaction

  • Tried Once – Payment has not been satisfied by a Cleared Transaction, and the Reattempt Missed Payment feature is enabled on your instance of Groupdesk, Groupdesk will attempt to reprocess in X hours (custom time period).

  • Missed – Payment has not been satisfied by a Cleared Transaction

How do I enable a missed payment to reattempt? #

Option 1: Manually update the Missed payment to a date in the future.

  1. On the Booking record, open the Payments module

  2. Click Edit beside the scheduled payment you would like to update

  3. Update the Scheduled At field

  4. Click Update

    1. You will be prompted with a message advising of any rules that apply to the payment being update, click Okay to confirm

Option 2: Enable Groupdesk’s Reattempt Missed Payments Feature

Groupdesk’s powerful payment processing system allows clients to choose if they would like to Reattempt Payments that were not successful on the initial attempt to process. Typically the transactions fail because of expired cards, insufficient funds, etc… Read more about why transactions are unsuccessful here.

To enable Groupdesk’s Reattempt Missed Payments feature, please contact us via Intercom. We will reach out with additional questions, including your desired reprocess time period. Once you have Reattempt Missed Payments enabled. Groupdesk will automatically set missed payments to Tried Once.

When does Groupdesk attempt to charge a Payment? #

Processing payments based on Booking Status:

Groupdesk will attempt to charge an Upcoming payment if the Booking Status is:

  • Active

  • New Joiner

  • Overdue

  • Pending

  • Waitlist

  • No Show

Groupdesk will not attempt to charge an Upcoming payment if the Booking Status is:

  • Completed

  • Cancelled

  • Default

  • Unconfirmed

Processing payments based on Trip Status:

Groupdesk will attempt to charge an Upcoming payment if the Trip Status of the Booking is:

  • Active

  • Limited

  • Closed

  • Presale

  • Waitlist

  • Completed

  • Stopsale

Groupdesk will not attempt to charge an Upcoming payment if the Trip Status of the Booking is:

  • Cancelled

Regardless of the Booking Status on a Cancelled trip, no payments will be charged.