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How to Set up your Billing / Inventory Settings
How to Set up your Billing / Inventory Settings

Below is all the information you will need to know to set up your billing settings within the Stay.Ai Merchant Portal.

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Written by Timothy Fraser
Updated over 5 months ago

Manage billing settings such as when recurring orders are billed, the dunning (charge failure retry) process, and inventory management. To get started, locate the Billing option under the Tools dropdown within the Stay.Ai Merchant Portal!

Billing Time

The time of the day payments will be processed and orders will be generated. Subscribers recurring orders will be charged and their orders will be created at this time or shortly after this time (depending on the volume of orders processed).

You are able to set the time and timezone according to what best meets your business needs. It’s recommended that you process close to midnight of your desired timezone so that orders will be present for fulfillment at the beginning of the day.

Failed Charges

Here you can set the number of retries and retry interval for failed billing attempts as well as what should happen to subscriptions once the process is complete.

Retry After

The time between a failed billing attempt and a subsequent retry.

Maximum Number of Retries

The number of times a failed payment is retried before your selected action takes place.

  • Automatically cancel after failed cycles (recommended) - The subscription will be canceled after its final retry.

  • Continue attempting payment monthly - The subscription order will be reattempted after it’s set frequency.

Each failed billing attempt (charge failure) will trigger the Card Declined (email) or Payment Declined (SMS) notification.

Stock / Inventory Level Settings

Shopify’s Inventory System

Out of Stock - The only way a product can be marked as out of stock in Shopify is if Track Quantity is enabled, Continue selling when out of stock is disabled, and the product has an Available Quantity of 0 or a negative integer across all locations.

If Track quantity is disabled or Continue selling when out of stock is enabled, the product will never register as out of stock.

Stay.Ai's Inventory System

Under Settings > Billing > Stock / Inventory Level Settings, you can set how Stay.Ai behaves when an item in Shopify registers as Out of Stock as defined above.

Check Stock Levels

  • Check stock levels before billing - If this setting is enabled, Stay.Ai will look to see if a product is marked as Out of Stock (defined above) when the order is processed. If a product is out of stock, the proceeding settings determine what happens to the order.

  • DO NOT check stock levels before billing - If this setting is enabled, Stay,Ai will not look at inventory quantities in Shopify and will submit the order to Shopify regardless of its Shopify Inventory settings. This can affect fulfillment on your end if you do not have inventory available for one of the products submitted in the order.

Please note: Bundle products do not check Shopify's stock levels so orders that are out of stock will still be processed.

Retry Out of Stock Orders

The number of times to retry a subscription billing order that contains one or more out-of-stock-items. After the set number of retries, the order will be deferred to the next billing date.

  • Do not retry - Order is moved to it’s next billing date

  • Retry once - The order is retried the next day and if unsuccessful, the order is moved to its next billing date.

  • Retry twice - The order is retried the next day. If unsuccessful, the order is retried the following day. If unsuccessful again, the order is moved to its next billing date.

The first and second attempt will trigger the out of Item Out of Stock email (found under Notifications to trigger).

Fulfill Orders Partially if Some Products Are Out of Stock

If Check stock levels before billing is enabled and this setting is Enabled, this will allow in stock items to ship without out-of-stock items for multi-products subscriptions if the remaining items meet the Minimum Order Value for Out of Stock Partial Shipping.

  • If Minimum Order Value for Out of Stock Partial Shipping is set to 0 all partial orders will be fulfilled.

  • If the order is fulfilled after meeting the Minimum Order Value for Out of Stock Partial Shipping threshold, the customer will be sent the Order Partially Fulfilled email notification (Notifications > Emails).

  • If the remaining items in the subscription do not meet the Minimum Order Value for Out of Stock Partial Shipping threshold, the order defaults to the Retry Out of Stock Orders logic.

The currency for the Minimum Order Value for Out of Stock Partial Shipping will default to the store’s set currency.

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