For: Prommt account administrators setting up or managing Autocharge.
📍 Where to find these settings
Go to Settings → Autocharge Plans in your Prommt dashboard.
⚙️ Plan behaviour settings
These toggles control how Autocharge plans work for your customers.
Enable Autocharge Plans
Turns Autocharge on for your account, allowing your users to create Autocharge plans. This must be enabled before any of the other settings take effect.
Make Autocharge Mandatory
When enabled, customers are not given the option to opt out of Autocharge during the payment journey. Use this when Autocharge is a required part of your billing process and opting out isn't a valid choice for the customer.
Enable Autocharge Opt-Out after Activation
When enabled, customers can opt out of Autocharge after their plan has been activated — for example, after their first payment has been taken. Turn this off if you want customers to remain on the plan once activated.
Enable Autocharge Opt-Out after Autocharge Payment
When enabled, customers can opt out of Autocharge after a subsequent Autocharge payment has been processed. This gives customers a natural exit point after each billing cycle if they choose to use it.
📧 Communication settings
These settings control what messages your customers receive at each stage of the Autocharge lifecycle. For each, you can choose an email template and an SMS template from your configured templates — or leave them on Default Template to use Prommt's standard messaging.
Activation Receipt
Sent to the customer when their Autocharge plan is activated and the initial payment is taken. Confirms the plan is live and the first charge has been processed.
Post Payment Receipt
Sent to the customer after each subsequent Autocharge payment is successfully taken. Keeps customers informed after every billing cycle.
Failed Payment
Sent to the customer when an Autocharge payment attempt fails. This notification is enabled by default — it's important customers are aware when a payment hasn't gone through so they can take action.
Cancellation Confirmation
Sent to the customer when their Autocharge plan is cancelled. Confirms the plan has ended and no further charges will be taken.
💾 Saving your changes
Once you've configured your settings, click Save Changes. To discard any unsaved changes, click Discard.
💡 Recommended configuration
If you're setting up Autocharge for the first time, a sensible starting point is:
Enable Autocharge Plans — on
Make Autocharge Mandatory — depends on your business model; turn on if customers cannot opt out
Enable Autocharge Opt-Out after Activation — on, unless your contract requires customers to stay enrolled
Enable Autocharge Opt-Out after Autocharge Payment — on
Failed Payment notifications — always keep this enabled so customers are alerted promptly
Review your email and SMS templates before going live to ensure the messaging reflects your brand and gives customers the information they need.
Troubleshooting
I can't see the Autocharge Plans option in Settings. Autocharge may not be enabled on your Prommt account. Contact your Prommt Customer Success Manager to confirm whether Autocharge is included in your plan.
Customers are not receiving Autocharge emails or SMS messages. Check that the correct templates are selected for each notification type. If using Default Template, confirm the customer's email address and mobile number are correct on the plan.
A customer wants to opt out but can't. Check whether Make Autocharge Mandatory is enabled — if it is, customers won't be presented with an opt-out option. Review whether this setting is appropriate for your use case.