How to disable payment instruments?

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Future payments and payment instruments

Depending on the payment provider you use, the JustOn Self-Service Extension can expose the Future Payments option on the payment page. Future payments make use of provider-specific means to pre-authorize and execute recurring charges (or other subsequent payments) without the need to repeatedly prompt users for card or account numbers.

With the future payments feature enabled, JustOn creates an account-specific Payment Instrument record, which holds the corresponding credit card or bank account information. The payment instrument records are accessible via the corresponding related list on the account detail page.

Based on the saved payment instruments, JustOn can execute payment runs in order to automatically collect pre-authorized subsequent payments.

If there are multiple active payment instruments for one account, the payment run will pick one at random. JustOn therefore recommends to keep only one active future payment-related payment instrument. For details about deactivating payment instruments, see How to disable payment instruments?

Invoices with the payment method Bank Transfer are excluded from the automatic payment collection. Note that customers may modify their payment preferences, enabling credit cards and future payments after invoices have been issued. So to make existing open invoices subject to the payment run, you change the payment method to Credit Card.

By default, there is no option for your users to disable the automatic payment collection after they have opted to use future payments. If required or on your user's request, you deactivate individual payment instruments manually.

Be aware, however, that JustOn allows a maximum of three failing payment instrument-based payment requests. With the fourth failed attempt, JustOn disables the payment instrument automatically. If the fourth attempt succeeds, JustOn resets the retry count, allowing for three failing payment requests again.

Info

This operation requires the Payment Instruments related list to be available on the page layout of the Invoice object. For details about adding elements to page layouts, see Modifying Page Layouts or Search Layouts.

1. Open the account for which you want to disable a payment instrument.
2. In the Payment Instruments related list, click next to the payment instrument to disable to open the action menu, then select Edit.

3. In the Deactivation Reason field, select a deactivation reason.

   Doing so deselects the checkbox Is Active.

   
   Disabling a payment instrument

4. Click Save.

   This disables the current payment instrument.