---
schema_version: "1"
id: 1481cf04990b3886098364838e0c239bf88580fe1d888a9d1ed599005c9605fc
title: Create Payment Retry Rule Sets and Payment Retry Rules
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/billing_setup_payment_retry_rules.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.billing_setup_payment_retry_rules.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4cc4366508fa231ac7e4d137e1cd2d61a7252dd9fbd885ba9b85bdd7c5334624
description: Define payment retry rule sets and payment retry rules and configure Billing to automatically retry failed payments for specific error categories at various time intervals.
products:
  - Revenue Cloud
release: "264"
---
# Create Payment Retry Rule Sets and Payment Retry Rules

Define payment retry rule sets and payment retry rules and configure Billing to automatically retry failed payments for specific error categories at various time intervals.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with <a href="https://help.salesforce.com/s/articleView?id=ind.revenue_licenses_areas_and_features.htm&amp;release=264.0.0&amp;type=5">the Revenue Cloud Billing license</a>. Contact your Salesforce account executive for more information.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d181384e73">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d181384e73 ">To retry failed payments:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d181384e73 ">Billing Admin permission set</td>

          </tr>
        </tbody>
      </table>

To automatically retry failed payments, add at least one default payment retry rule set and then turn on Retry Failed Payments on the Billing Settings page.

## Create Payment Retry Rule Sets

Payment retry rule sets specify how the failed payments must be retried based on the error codes across various retry categories. A payment retry rule set contains one or more payment retry rules. All payment rules in a payment retry rule set inherit the values of retry interval type, interval unit, and interval values, by default. You can, however, override the default values by specifying the same in the payment retry rule.

Make sure to add the Default Rule Set and Use Alternate Payment Method checkbox fields to the Payment Retry Rule Set page layout.

1. From the App Launcher, find and select **Payment Retry Rule Sets**.
2. Click **New**.
3. Enter a name for the payment retry rule set.
4. Select a retry interval type—Fixed or Staggered.
5. Select an interval unit—Hours, Minutes, or Days.
6. If you selected the fixed interval type, enter a positive number less than or equal to 10 for the maximum number of retry attempts.
7. Enter one or more positive numbers for the interval value to indicate the time intervals after which the payment batch run must retry the failed payments.
    
    If you selected the fixed interval type, enter a positive number less than or equal to 60. If you selected a staggered retry interval type, enter one or more positive numbers less than or equal to 60, separated by commas. Make sure that there are no whitespaces before or after the comma.
8. Select **Draft** or **Active** as the status.
9. If necessary, enter a description.
10. To set the payment retry rule set as default for your Salesforce org, select **Default Rule Set**.
    
    You can add only one active default payment retry rule set at a time. If you set any other payment retry rule set as default, the earlier one is automatically removed as the default rule set.
11. To use an alternate payment method on the last retry of the failed payment, select **Use Alternate Payment Method**.
12. Save your changes.

![Example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-revenue-264-0-0-production-enus/91ca99c6-d5c8-4986-b961-c6b7801e0d0d/images/icon_example.png)

Example

To retry failed payments three times every six hours, select the interval type as Fixed and the interval unit as Hours. Then, enter the interval value as 6 and the retry count as 3.

To retry failed payments four times, every first, fifth, tenth, and fifteenth day, select the interval type as Staggered and the interval unit as Days. Then, enter the interval values as 1,5,10,15.

After you create a payment retry rule set, create one or more payment retry rules.

## Create Payment Retry Rules

Payment retry rules define actionable parameters such as the maximum number of retries for the failed records and time intervals between subsequent retry attempts. Create payment retry rules specific to payment gateways and payment gateway error categories. All payment retry rules in a payment retry rule set inherit the default values for interval type, interval time, interval unit, and maximum retry count provided in the rule set. You can, however, override the default values of the payment retry rule set by specifying the values in the payment retry rule.

1. From the App Launcher, find and select **Payment Retry Rules**.
2. Click **New**.
3. Enter a name for the payment retry rule set.
4. Select a payment retry rule set.
5. Optionally, select a payment gateway.
6. Select a payment gateway error category.
    
    For information about available error categories, see [Payment Gateway Error Categories](https://help.salesforce.com/s/articleView?id=ind.billing_retry_failed_payments.htm&release=264.0.0&type=5).
7. Optionally, enter a payment gateway error code.
8. Select a retry interval type.
9. Select an interval unit—Hours, Minutes, or Days.
10. If you selected the fixed interval type, enter a positive number less than or equal to 10 for the maximum number of retry attempts.
11. Enter one or more positive numbers for the interval value to indicate the time intervals after which the payment batch run must retry the failed payments.
    
    If you selected the fixed interval type, enter a positive number less than or equal to 60. If you selected a staggered retry interval type, enter one or more positive numbers less than or equal to 60, separated by commas. Make sure that there are no whitespaces before or after the comma.
12. Save your changes.

If you already have an existing payment retry rule set, create a new payment retry rule by clicking **New** on the Related tab of the payment retry rule set. The configuration steps are the same.