Advanced settings for payments
There are many different ways to configure your payment setup. This guide will navigate you through all important settings so you can invoice your members the way you want.
Note that you need access to both the 360Player payments dashboard, as well as your Stripe account, since most settings will be made there.
In this article:
- Set the correct business name on your invoices
- Brand your invoices
- Add new payment methods
- Set up your auto-payment retries
- Schedule your automatic reminders
- Manage your payout schedule
Set the correct business name on your invoices
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- Login to your Stripe Dashboard and navigate to the Settings.
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- In Settings, go to Account details below Business settings.
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- In the Account name as well as the Public business name, you might have gotten your company website URL instead of the name of your business. Add the correct name that you want to display on your invoices.
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Brand your invoices
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- Login to your Stripe Dashboard and navigate to the Settings.
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- In Settings, go to Branding below Business settings.
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- Here you may upload your logo as well as set the colors of your invoices. You can preview what the hosted invoice will look like on the Hosted Invoices tab.
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Add new payment methods
Depending on your business setup and your country, you may have different payment methods that can be activated on your account.
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- Login to your Stripe Dashboard and navigate to the Settings.
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- In Settings, go to Payment methods below Payments.
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- Here you will find a list of all available payment methods that you can activate for your business.
You will need to activate the payment method on your invoices as well. Sometimes the payment methods you have aren't supported on the hosted invoices.
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- In Settings, go to Invoice template below Billing.
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- Scroll down to Default payment terms, and click Manage on the Payment methods.
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- Here you may add all activated payment methods to be used on your invoices.
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Set up your auto-payment retries and reminders
If you are creating subscriptions with the Auto-charge setting activated, the following steps are important to set up in Stripe (these are our recommendations):
- Prevent failed payments
- Turn on "Send emails about expiring cards"
- Manage failed payments for subscriptions
- Keep Smart Retries on
- Turn on "Send emails when card payments fail
- On Subscription status, we recommend cancelling the subscription if all payments fail
- On Invoice status, we recommend marking the invoice as Unpaid if all payments fail
- Manage disputed payments
- Leave this settings as is
- Manage payments that require confirmation
- Turn on the Customer email, to "Send a Stripe-hosed link for customers to confirm their payments when required"
- On Subscription status, set if you want to cancel the subscription after a certain amount of days if all payments fail
- On Invoice status, we recommend to leave as is
Schedule your automatic reminders
- Turn on "Send reminders if a recurring invoices hasn't been paid"
- Here you can select when it should be reminded, we recommend "When it is due" as well as "7 days after it was due"
- On Subscription status, if an invoice is past due by 60 days, we recommend cancelling the subscription.
- On Invoice status, we recommend marking the invoice as Uncollectible if hasn't been paid for 60 days.
Manage your payout schedule
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- Login to your Stripe Dashboard and navigate to the Settings.
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- In Settings, go to Bank accounts and scheduling below Business settings.
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- Here you may edit your payout schedule. We recommend keeping it on Automatic.
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