Define rules to automatically retry payments that fail due to specific errors, such as an expired card or a temporary bank issue. Set up rules to reprocess failed payments based on the reason for the failure. Define the retry interval and the total number of attempts before a payment is finally considered as failed. Capture more revenue and reduce manual collections work for your accounts receivables team.
Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions of Agentforce Revenue Management, formerly Revenue Cloud, with the Revenue Cloud Billing license.
Who: To retry failed payments, you need the Payment Admin or the Payment Operations User permission set.
How: Define a payment retry rule set in your Salesforce org, mark it as the default rule set, and set its status to Active. Then, on the Billing Settings page, turn on Retry Failed Payments.