45 lines
2.3 KiB
Markdown
45 lines
2.3 KiB
Markdown
---
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weight: 198
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title: "Invoices and Retrying Failed Payments"
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description: "How to view invoices, void open charges, and manually retry failed payments."
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icon: "article"
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date: "2025-05-27T00:00:00-00:00"
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lastmod: "2025-05-27T00:00:00-00:00"
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draft: false
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toc: true
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---
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> **Internal use only.**
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Admins can view all invoices for any account, void open invoices, and manually trigger a retry on failed payments.
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## Viewing Invoices
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From an account's detail page, click **View Invoices** to see all invoices for that account. Each invoice shows its type, amount, date, period, status, and any retry attempts with their outcomes.
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## Invoice Statuses
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- `open` — Invoice has been created but payment has not been collected (either pending or failed).
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- `paid` — Payment was successfully collected.
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- `void` — Invoice has been voided. No payment will be attempted.
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## Voiding an Invoice
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Only `open` invoices can be voided. Voiding an invoice cancels any pending retry attempts and marks the invoice as permanently closed. Use this when a charge should not be collected — for example, if a billing error occurred and the charge is not owed.
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To void an invoice, open the invoice detail and click **Void Invoice**. Confirm the action. This cannot be undone.
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> **Caution:** Voiding an invoice does not issue a refund if the invoice was already paid. Only open invoices can be voided. For paid invoices that require a reversal, use a balance credit to compensate the account.
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## Retrying a Failed Payment
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The system automatically retries failed payments on a schedule (3 days, 7 days, 14 days after failure). If you need to trigger a retry manually — for example, after a customer has updated their card — you can do so from the invoice detail view by clicking **Retry Now**.
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## Regenerating Invoice PDFs
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If an invoice PDF was not generated correctly, you can regenerate it from the invoice detail view using the **Regenerate PDF** action. The new PDF will be stored and available for the customer to download.
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## Payment Failure and Account Suspension
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If all automatic retry attempts fail, the account may be suspended automatically. At that point, an admin can either manually retry the payment after the customer resolves their payment issue, or change the account status to reflect the appropriate resolution.
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