Retrying Failed Payment Plan Installments (Stripe & GoCardless)

If a customer’s Stripe (debit/credit card) or GoCardless payment fails for a payment plan installment, you can manually retrigger the payment.

Retrying a Failed Installment

1. Locate the payment plan.

There are two ways to do this:

Option 1: Via Billing

1. 1. Go to Billing

   2. Click Payment Plans

   3. Select View All

   4. Locate and click the relevant payment plan

Option 2: Via Customer Profile

1. 1. Go to Customers

   2. Click View All

   3. Select the customer

   4. Go to the Payment Plans tab

   5. Click the relevant plan

2. On the payment plan page, locate the failed installment (shown in red)
3. Click the installment
4. Select Delete

Once deleted, the system will automatically attempt to retry the payment within 24–48 hours.

Important Notes

• The customer must have valid Stripe or GoCardless details saved.

• If the payment method still fails (e.g., insufficient funds), the retry attempt may fail again.

• You can repeat the process if needed after updating payment details.