Plans page: what happens when a payment fails

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Plans page: what happens when a payment fails

Set the day each stage starts, what pauses, the suspension day, fair-use alert and data-retention period.

Where: Settings → VisionScaper Plans, rows When a payment fails, Fair use and Keep data after cancelling. Administrators only. These settings step a contractor down gradually after a failed payment instead of cutting them off. Days are counted from the first failed payment, and paying at any stage restores everything instantly.

The stages in order

  1. Day 0 notice: full access, a quiet banner, one email (and a text if the contractor opted in to billing texts).
  2. Reminder: full access, a stronger banner, another email.
  3. Restricted: everything works except what costs you money (the five boxes below).
  4. Read-only: view, export and pay only; hidden from homeowners; a final warning with the suspension date.
  5. Suspended: “Suspended – Payment Required”. Nothing is deleted. Reminders go out after 7, 30 and 60 days.
  6. Eligible for deletion flag: after the days you set, the contractor is flagged on this page. Nothing is deleted automatically.

Fields

Field (exact label) What it does What to enter Default / notes
From day N – reminder (ds[stages][reminder]) Day the stronger reminder starts. Whole number 1 to 60. 4 (placeholder, not approved; set your own).
From day N – restricted (ds[stages][restricted]) Day the costly extras pause. Saved value is never lower than the reminder day. 1 to 60. 8 (placeholder).
AI (pictures, AI Quoter) (ds[restrict_ai]) When ticked, AI pictures and the AI Quoter pause in the restricted stage. Tick to pause. On.
new landscape plans (ds[restrict_plans]) Pauses creating new landscape plans in the restricted stage. Tick to pause. On.
buying credits / storage (ds[restrict_buy]) Pauses buying extra credits or storage packs. Tick to pause. On.
uploads over (ds[restrict_uploads]) Pauses uploads bigger than the size on its right. Tick to pause. On.
uploads over … MB (ds[big_upload_mb]) The size above which an upload counts as “large”. 1 to 500. 10.
automatic follow-up texts (emails still go) (ds[restrict_auto_sms]) Pauses automatic texts in the restricted stage. Appointment reminders, receipts and invoices keep going to their customers. Tick to pause. On.
From day N – read-only (ds[stages][readonly]) Day the account becomes view, export and pay only. Never lower than the restricted day. 1 to 60. 11 (placeholder).
Day N – suspended (ds[grace_days]) The day the account is suspended. Saved as at least one day after the read-only day. 2 to 90. 14 (placeholder).
After N days unpaid (ds[deletion_days]) After this many unpaid days the contractor is flagged here as eligible for deletion under your retention policy. 30 to 3650. 90 (placeholder).
Fair use – “Alert me when an unlimited plan creates N landscape plans in a month” (ds[fair_plans]) Adds a note to the contractor’s row when someone on an unlimited plan reaches that number in a month. Nothing is blocked. 0 to 100000; 0 means never. 100 (placeholder).
Keep data after cancelling – “at least N months” (ds[retention_months]) The retention period shown to contractors. Nothing is ever deleted automatically. 1 to 120. 12 (placeholder).

Steps

  1. Decide the day numbers. Keep them rising: reminder, restricted, read-only, suspended.
  2. Type each number in the matching box inside the numbered list on the page.
  3. Tick the pause boxes you want in the restricted stage.
  4. Set the fair-use number and the retention months.
  5. Press Save plans at the bottom of the plan table. The page saves the stages in order for you.

Tips

  • If you type days out of order, the code raises the later one so the order always holds.
  • To give one contractor more time, use Give more time to pay (days) ([plans-contractor-subscriptions-and-owner-actions]).

If something goes wrong

  • A contractor says a tool is paused: check which stage their row shows (for example “past_due – restricted (day 9)”).
  • The day numbers you typed changed after saving: they were out of order and were corrected.

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