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Default Billing Settings

The Billing Settings define global defaults for accepting initial payments and handling failed auto-charge payments. Some of the default settings can also be customized for individual order forms, shopping carts or when creating a manual order.

  1. Go to E-Commerce > Settings in the master nav.
     
  2. Click on Orders in the settings menu.

     
  3. Go to the Billing section to review and edit the following defaults.
    • Currency Locale: This setting controls the currency symbol displayed on products in the shopping cart, order forms, and invoices. Select from US Dollar, Euro, Pounds, Rands, Australian Dollar, Canadian Dollar, or New Zealand Dollar.
    • Payment Types: These Payment Types show up when processing manual payments in an Order Record.
    • Charge Defaults:
      • Default Auto-charge:  Set to Yes if you want the system to automatically charge credit card payments for payment plans and the recurring subscription programs.
      • Charge Tax:  Set to Yes if you want to automatically calculate and charge sales tax for taxable products and subscription programs for all orders.
      • Merchant Account:  Select your primary account. It will display automatically on Shopping Cart Themes, Order Forms, and Manual Orders, but can also be customized on a per-item basis.
      • (Optional)  Max Retries:  Change this number if you want Infusionsoft to try to process a failed charge more or less than 3 times (system default.)
      • (Optional)  Num Days Between Retries:  Change this number if you want Infusionsoft to wait more or less than 2 days (system default) between each retry.
      • (Optional) Show Payment Interface in Orders Tab:  Set to Yes if you want to view a payment history from an Order Record. This turns on a More Payments button with a date range search.
      • (Optional) Days to Wait Before Auto-charging:  This setting delays all pending auto-charges (e.g. If you set this to 3, all pending auto-charges will process 3 days late). It may be useful if you are switching merchant gateways or are resolving an issue with a gateway, but most businesses do not need this setting.
      • Email Invoices Upon Successful Payment:  Set to Yes if you want Infusionsoft to send an invoice each time a manual or automatic payment is posted to Infusionsoft.
      • Reset Failed Auto-charge Attempt Counters When Credit Card Changes:   Set to Yes if you want to zero out the auto-charge counter for a new credit card instead of resuming the count based on failed charges on a previous card. (e.g. The previous card was tried 2 times. If you don't reset, a failure on the new card will be counted as the 3rd try instead of the first.)
      • (Optional) Don't Auto-charge Invoices That Have Been Outstanding For More Than:  Select a time range limit for auto-charge attempts. The system will no longer try to charge the card after this limit is reached. The default is 12 months. You can reduce this to 9, 6, 3, or 1 month.

  4. Scroll to the bottom of the settings and click on Save to apply the update.