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Payers

The Payers page is the registry of teams set up for post-pay billing. For each payer it shows the current charge parameters (postpay limit, max days without charge, threshold amount, min/max charge amounts), status, and risk. From here an administrator configures automatic charge rules and controls whether a payer is active or suspended.

Update charge rules​

  1. On the Payers page, find the payer's row and click the ⋮ icon at the end of it.
  2. Select Update charge policy — the Update charge rules modal opens.
  3. Review and adjust the fields:
    • Charge threshold — the accrued amount that triggers a charge.
    • Currency — the currency of the charge rules.
    • Max days without charge — the maximum period allowed before a charge must occur.
    • Min charge amount — the smallest amount charged in a single operation.
    • Max single charge — the largest amount charged in a single operation.
    • Action on limit exceed — what the system does when a limit is exceeded (e.g. Notification).
  4. Click Save to apply the rules, or Cancel to discard.

Suspend a payer​

  1. On the payer's row, click the ⋮ icon and select Suspend.
  2. In the Suspend payer confirmation window, click Suspend. Automatic charges are paused and the payer's status changes to Suspended.

Reactivate a payer​

  1. For a suspended payer, click the ⋮ icon and select Activate.
  2. In the Reactivate payer confirmation window, click Activate. The payer becomes active again and automatic charges resume according to the configured rules.