Introduction
The Success+ mechanism by GoCardless automatically retries failed payments. During this process, transaction status can be marked as ‘in progress’ or ‘pending retry’, allowing the club to continue accepting payments through other methods. This feature ensures cashflow continuity and helps staff quickly settle debts while preventing overpayments that might happen if transactions are settled both in the club and through the Success+ process.
This article explains how to configure and track payments when the Success+ mechanism is active, and how to review transaction status. It’s ideal for situations when payments are settled in the club before the automated process finishes.
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In this article you’ll learn how to set up and locate transaction status when payments were made in-club before the Success+ mechanism finished its work.
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This article will be helpful for Receptionists, Administrators, and Financial Managers.
Before you start
- This article applies to the Success+ mechanism operated via GoCardless. Ensure the feature is enabled in your GoCardless settings.
- There are two possible scenarios for retried payments:
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Transactions remain “In Progress”:
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1.EPaymentProvider.GoCardless.AutomaticallyRetryPayments.RemainInProgress = true
2. Members can continue accessing the club and book events while the transaction is retried.
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Transactions are marked “Pending Retry”:
1. EPaymentProvider.GoCardless.AutomaticallyRetryPayments.RemainInProgress = false
2. Members are treated as debtors until the payment is resolved and are unable to book events or access the club.
- Cancellation mechanism applies for both contract and product transactions if processed via:
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Cash (POSweb)
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Manual transaction in Perfect Gym Manager (PGM)
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Online Gate payments (using a link generated via PGM)
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Client Portal payments
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API payments
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Instruction
Scenario 1: Payment status is “In Progress”
If the transaction is retried via Success+ and marked as In Progress:
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In the EPayments Tab: Status =
In Progress. -
In the Billing Run: Status =
Awaiting Response. -
In the Member Status: Status =
In Progress.
When the member settles the transaction via another method (POS cash, online gate, client portal, manual entry, or API), the following occurs:
1. The status in the EPayments Tab changes to Cancelled. Transaction paid outside of GoCardless
2. The transaction is excluded from the Success+ mechanism.
3. The contract or product transaction is marked as paid via the selected method.
4. A note is added to the member’s profile: Successfully disabled GoCardless Success+ retry for PaymentId xxxxxxxx-x
There's a rare timing issue with GoCardless Success+ where a member could be charged twice if they happen to pay with another payment method (e.g. Stripe) while a Success+ retry has recently been triggered but is not "successful" yet, because it is still processing. In this specific scenario, the command to "disable the GoCardless Success+ retry" will not cancel the already in progress transaction. To mitigate this, a note will now appear on the member's profile (visible in PGM and POSweb) when a retry is active to inform the club employee about the active retry. Despite this minor risk, Success+ has a significant positive impact on overall payment success rates.
Scenario 2: Payment status is “Pending Retry”
If the transaction is retried via Success+ and marked as Pending Retry:
- In the EPayments Tab: Status =
Pending Retry.
This is a new status of transaction introduced, available only for this feature.
- In the Billing Run: Status =
Awaiting Response. - In the PGM: displays warning
Contract payments to be settled. - In the POS: red warning appears
If the member settles the transaction via another method, the following occurs:
1. The status in the EPayments Tab changes to: Cancelled. Transaction paid outside of GoCardless
2. The transaction is excluded from the Success+ mechanism.
3.The contract or product transaction is marked as paid via the chosen method.
4. A note is added to the member’s profile:Successfully disabled GoCardless Success+ retry for PaymentId xxxxxxxx-x
There's a rare timing issue with GoCardless Success+ where a member could be charged twice if they happen to pay with another payment method (e.g. Stripe) while a Success+ retry has recently been triggered but is not "successful" yet, because it is still processing. In this specific scenario, the command to "disable the GoCardless Success+ retry" will not cancel the already in progress transaction. To mitigate this, a note will now appear on the member's profile (visible in PGM and POSweb) when a retry is active to inform the club employee about the active retry. Despite this minor risk, Success+ has a significant positive impact on overall payment success rates.
Hints
If multiple transactions retried via Success+ have been combined into one payment and the member settles only part of that amount (e.g., 2 out of 3 transactions), the following applies:
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The Success+ process will be cancelled for all related transactions.
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All transactions will be marked in EPayments as
Denied. -
A note will be added to the member’s account.
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The unsettled transaction(s) will remain as debts and will be included in the next Billing Run. The Health Check feature will highlight any pending payments.