Payment collection, dunning & portability — found from sitemap — Orb

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Facts read from this source

• Payment gateways Report an error

  “Orb integrates with payment gateways like Adyen and Stripe for payment processing. Once a customer in Orb is mapped to the corresponding payment gateway, Orb can automatically pull in the relevant payment information.”

• Payment attempts Report an error

  “If payment attempts are enabled for a customer or subscription, Orb will attempt to charge the default payment method on the invoice due date and any configured retries from Essential Dunning or Automations.”

• Net terms Report an error

  “This is configurable at the plan-level, but can be overridden per subscription or invoice. It’s common for enterprise customers to have extended terms (e.g. 30 or 60 days) and self-serve customers to have invoices that are due on issue (which reflects a net-terms value of 0).”

• Payment method sync Report an error

  “For gateways that expose a default payment method on the customer record (such as Stripe), Orb automatically syncs that default and displays it on the customer page. For gateways without a synced default (such as Adyen), you designate the customer’s default payment method yourself.”

• One time payment methods Report an error

  “Orb supports all payment methods available through the connected payment gateway for one-time payments.”

• Autopay methods Report an error

  “For automatic payments (e.g. autopay when an invoice is issued), Orb supports credit cards, ACH transfers, Stripe Link, Apple Pay, Google Pay, and Amazon Pay.”

• Payment method priority Report an error

  “Stripe’s customer.invoice_settings.default_payment_method - The explicitly configured default payment method Stripe’s legacy customer.default_source field - Used for backward compatibility with older Stripe integrations Most recently created payment method - If neither of the above are set, Orb automatically uses whichever payment method was most recently attached to the customer in Stripe”

• Excluded payment methods Report an error

  “When using Orb Invoicing with Stripe as a payment gateway, you can exclude specific Stripe payment method types on a per-customer basis. This is useful for enterprise contracts or sales-led deals where credit card processing fees may be prohibitively expensive.”

• Invoice source field Report an error

  “invoice_source=subscription: Recurring charges from the customer’s subscription invoice_source=one_off: One-time charges such as credit purchases or manual invoices”

• Payment receipts Report an error

  “Orb generates receipts when an invoice is successfully paid. Receipt generation happens at the moment the invoice transitions to the paid state, regardless of whether payment was collected via auto-collection, through the invoice/customer portal, or is marked as paid.”

• Small invoice rollover Report an error

  “For customers using Stripe Payments, Orb can automatically handle invoices that fall below Stripe’s minimum charge threshold. This feature helps avoid payment failures and customer confusion for small invoice amounts.”

• Small invoice threshold Report an error

  “The minimum threshold is determined by the invoice currency and cannot be customized.”

• Tax automation Report an error

  “Refer to the tax automation integrations documentation to learn how to use an automated tax provider to enrich your invoices with tax information.”

• Third party invoicing sync Report an error

  “Because Orb does not serve as your invoicing provider when an invoice is synced, actions that cause the invoice to be modified in Orb will not reflect in the third-party solution.”

• Override behavior check Report an error

  “If you’re unsure which behavior your Orb account is using for overrides, please reach out to support.”

Scores citing this record

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