The Retry Auto-Charge action allows you to automatically attempt charging a customer's saved payment method again after an initial auto-charge failure. This action is placed inside a workflow and only becomes available when specific invoice and payment conditions are met.
Where to Find the Retry Auto-Charge Action
You can access this feature in the workflow builder.
Go to Automation.
Select Create new workflow.
Choose When An Event Occurs.
Select the desired trigger
From here, you can add the workflow condition and choose the Retry Auto-Charge step.
When Retry Auto-Charge Can Be Used
The system only allows retrying an auto-charge when the correct criteria are met. This protects workflows from getting stuck and prevents invalid retry attempts.
Retry auto-charge is only possible if:
The invoice already had at least one auto-charge attempt.
The invoice due date is in the past.
If the workflow has multiple steps and the auto-charge retry fails:
The invoice should automatically move to the next step (to avoid being stuck).
Additional Rules for Payment-Based Workflows
When the workflow is triggered from a payment event:
• Only Failed payments linked to Unpaid invoices can be retried.
• Pending payments are excluded and will not trigger a retry.
If a workflow contains multiple steps and a retry fails:
• The invoice automatically moves to the next workflow step.
• This prevents the workflow from stopping at a failed attempt.
How to Configure Retry Attempts
When adding the Retry Auto-Charge action node, you can set:
• Maximum number of attempts
• Minimum interval between attempts (hours)
This allows you to control how frequently retries occur and how many automated attempts the system will perform.
What Happens After a Retry?
Every retry attempt is recorded and visible in:
• Invoice history
• Payment reporting
These entries create a clear audit trail for your team and help track customer payment behaviour.
For more information about workflow please referee to Workflow Articles