Payment Issues
Payments failing, gateways missing, or charges not going through.
Overview
Payment problems split cleanly: either the gateway is not configured properly, or the client’s payment method has a problem. Test mode is the fastest way to tell which.
Common Symptoms
No payment option shown to the client
Likely cause: No gateway is enabled, or Clients may pay is off.
Fix: Enable at least one gateway, and check the Clients may pay toggle under Payment Settings.
Payment fails at checkout
Likely cause: Gateway credentials are wrong, or you are in test mode with a live card.
Fix: Re-enter credentials in the integration’s configure modal and confirm the test mode setting matches what you intend.
Subscription not charging
Likely cause: The default card expired, or auto-renew is off on it.
Fix: Ask the client to add a current card in the portal and set it as default with auto-renew on.
Recurring pricing unavailable on a service
Likely cause: Subscription billing is switched off.
Fix: Enable subscription billing under Payment Settings.
Client charged the wrong amount
Likely cause: A gateway charge is applied and they did not expect it.
Fix: Check the gateway charge settings — percent, flat fee, and which gateways it applies to — and label it clearly.
Bank transfer client has no way to pay
Likely cause: Manual Banking is disabled.
Fix: Enable Manual Banking; you then mark the invoice paid once funds arrive.
Tips & Best Practices
Keep test mode on until one real payment has gone end to end. A misconfigured gateway usually looks fine right up to the moment a client tries to pay.