For: Prommt account administrators setting up or managing Recurring Plans.
📍 Where to find it
Go to Settings → Recurring Plans in your Prommt dashboard.
🔄 What are Recurring Plans?
Recurring Plans allow your business to automatically collect payments from customers on a scheduled basis — without sending a new payment request each time. Once a customer is enrolled and their card is on file, Prommt charges them automatically according to the plan schedule.
Examples of how businesses use Recurring Plans:
Sector | Use case |
Hospitality | Monthly membership fees, spa or club subscriptions, loyalty programme billing |
Automotive | Service plan instalments, monthly vehicle rental, maintenance contract billing |
Builders merchants | Regular account top-ups, monthly supply agreements, trade credit repayments |
Retail | Subscription boxes, loyalty club memberships, instalment payments for high-value purchases |
⚙️ Settings explained
Enable Recurring Plans
Turns Recurring Plans on for your account, allowing your users to create and manage plans. Must be enabled before any other settings take effect.
Enable Cancellation
When enabled, customers can cancel their own Recurring Plan after it has been activated. Turn this off if cancellation should only be handled by your team rather than by the customer directly.
Activation Receipt
When enabled, a receipt is sent to the customer when their Recurring Plan is first activated. This confirms their plan is live and their first payment has been processed.
Templates for this receipt can be customised via Message Templates in your dashboard.
Post Payment Receipts
When enabled, a receipt is sent to the customer after each successful recurring payment. Keeping customers informed after every billing cycle reduces confusion and payment queries.
You can choose separate email and SMS templates for post payment receipts, or leave both on Default Template.
Advance Notifications
When enabled, a reminder is sent to customers 3 days before their recurring payment is due. This gives customers advance notice so they can ensure funds are available, reducing failed payments.
You can choose separate email and SMS templates for advance notifications, or leave both on Default Template.
Failed Payments
When enabled, customers are automatically notified when a recurring payment attempt fails. This is enabled by default and should be kept on — customers need to know when a payment hasn't gone through so they can take action.
You can choose separate email and SMS templates for failed payment notifications, or leave both on Default Template.
Cancellation Confirmation
When enabled, customers receive a confirmation message when their Recurring Plan is cancelled. This is enabled by default and gives customers clarity that no further charges will be taken.
You can choose separate email and SMS templates for cancellation confirmations, or leave both on Default Template.
Retries
Controls whether Prommt will automatically retry a failed recurring payment, and how many times.
There are three options:
Option | What happens |
Don't retry | No further attempts are made after a failed payment |
Retry Once | One additional attempt is made after the initial failure |
Retry Twice | Two additional attempts are made after the initial failure |
You can also set the interval between retries — for example, every three days. This gives the customer time to resolve a payment issue (such as insufficient funds or an expired card) before the next attempt is made.
Retries combined with Advance Notifications and Failed Payment alerts give customers the best chance of resolving issues before a plan lapses.
💾 Saving your changes
Once you've configured your settings, click Save Changes. To discard any unsaved changes, click Discard.
💡 Recommended configuration
For most businesses, a sensible starting point is:
Enable Recurring Plans — on
Enable Cancellation — on, unless cancellation must be handled by your team only
Activation Receipt — on
Post Payment Receipts — on
Advance Notifications — on (3-day heads-up reduces failed payments significantly)
Failed Payments — always keep on
Cancellation Confirmation — always keep on
Retries — Retry Twice, with a 3-day interval
Troubleshooting
A recurring payment failed and the customer wasn't notified. Check that Failed Payments is toggled on and a valid email or SMS template is selected. Also confirm the customer's contact details on the plan are correct.
A customer wants to cancel their plan but can't. Check whether Enable Cancellation is turned off — if so, cancellations must be processed by your team directly in the Prommt dashboard.
Retries are happening too quickly and the customer hasn't had time to resolve their payment issue. Increase the Send in intervals of setting to give more time between retry attempts before the next charge is attempted.