Automated Payment Retries (Success+)
GoCardless Success+ is used to recover failed payments automatically, using AI to identify the best time to retry failed payments.
How it works
After a payment fails to be collected, Unaric Payments informs GoCardless that the payment needs retrying. Unaric Payments will then retry collecting as configured by the GoCardless account.
graph TD
A["Payment Created in Unaric Payments"]-->B["Unaric Payments informs GoCardless about new payment"]
B-->C["Payment status: Submitted for Collection"]
C-->D{Payment Collection Successful?}
D--Yes-->E["Payment status: Collected from Customer"]
D--No-->F["Payment status: Retry in Progress"]
F-->G["Payment resubmitted (GoCardless settings)"]
G-->H{Payment Collection Successful?}
H--Yes-->E
H--No-->I{Retry Attempts Exhausted?}
I--Yes-->J["Payment status: Failed"]
I--No-->F
classDef startEnd fill:#002D4C,stroke:none,color:#FFF,font-weight:600,font-family:Helvetica,rx:5px,ry:5px;
classDef process fill:#42A4DD,stroke:none,color:#FFF,font-weight:500,font-family:Helvetica,rx:5px,ry:5px;
classDef decision fill:#F4F7FA,stroke:none,color:#002D4C,font-weight:600,font-family:Helvetica,rx:5px,ry:5px;
class A,L startEnd;
class B,D,E,F,G,I,K process;
class C,H decision;The Automatic retries are enabled at org level and then the setting filters down to individual payment records, enabling you to control which payments get retried.
If you have enabled Success+ at GoCardless and Unaric Payments, it is not recommended to take payment from an alternative route when the payment status is Retry in Progress.
Fields & status
Metadata | Value |
|---|---|
Field (Payment object) | Retry Attempt |
Status (Payment object) | Retry in Progress |
Enable Success+
You need to enable Success+ separately for each currency from the GoCardless Dashboard. Contact GoCardless Support to get an understanding of the setup and testing of this feature. To Enable Success+ in Unaric Payments, write to [email protected] We will confirm you once this setting is enabled.
Exclude payments from retries
After Success+ is enabled for your organization, new Payment records will have the Success+enabled checkbox automatically set to TRUE by default. To exclude a specific Payment record from the Success+ retry process, simply edit the record and uncheck the Success+enable checkbox.
Add the following fields to the Payment page layout to manage and monitor retries:
- Success+enabled (asp04__Success_plus_enabled__c)
- Approx. Next Retry Date (asp04__Approx_Next_Retry_Date__c)
The Attempt Retry field's value is determined by a custom setting and may differ from the Success+enabled checkbox. Payments are only retried if both the Success+enabled field and the Attempt Retry field are checked. This allows for even finer-grained control over which payments are retried.
View next retry date for GoCardless Success+ customers
It is possible to see the date on which GoCardless will re attempt to collect a payment. To enable it, add Next Retry Date on Unaric Payments payment page layout from the Salesforce setup.