> ## Documentation Index
> Fetch the complete documentation index at: https://help.hoopai.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Payment settings
> Configure taxes, receipts, shipping, subscription settings, abandoned cart emails, and additional fees in the HoopAI Platform.
Payment Settings is where you control the global configuration for your billing and checkout experience. Set up tax rates, customize payment receipts, configure shipping and delivery, automate abandoned cart recovery, and add surcharges or handling fees.
Navigate to **Payments → Payment Settings** to get started.
## Payment receipts
The HoopAI Platform automatically sends a receipt email to customers after a successful payment. You can customize the receipt template to match your brand.
Go to **Payments → Payment Settings → Payment Receipts**.
Edit the email subject line, body text, and footer. Use merge fields to personalize receipts with the customer's name, order details, and payment amount.
Upload your company logo and set the brand color used in the receipt email header.
Click **Save**. The updated template applies to all future receipts.
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## Taxes
Set up tax rates once and apply them to any invoice, order form, or checkout — manually or automatically.
Go to **Payments → Payment Settings → Taxes**.
Click **+ Add Tax** and enter:
* **Tax name** — e.g., "Sales Tax", "GST", "VAT"
* **Tax rate** — as a percentage (e.g., 8.5 for 8.5%)
* **Tax ID / registration number** — optional, displayed on invoices
Click **Save**. The tax is now available to apply on any invoice or order form.
### Applying taxes
Once created, taxes can be applied in three ways on invoices:
* **Automatically** — applies the correct rate to all line items
* **Per item** — select a specific tax for each product individually
* **To subtotal** — apply one rate to the entire invoice total
Tax rates set here are available globally. For jurisdiction-specific tax compliance (e.g., automated US sales tax), consider integrating a dedicated tax service through your Stripe account.
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## Subscription settings
Configure failed payment retry behavior and post-failure actions for subscriptions.
Subscription retry settings apply to NMI, Square, and Authorize.net payment gateways. Stripe has its own retry logic configured within your Stripe dashboard.
Go to **Payments → Payment Settings → Subscription Settings**.
Set up to **3 retry attempts** after an initial payment failure. The default is 3 retries with 1-day gaps. Retry intervals can be set to 1, 3, 5, or 7 days between each attempt. Changes apply to both existing and new subscriptions.
If all retries fail, choose how to handle the subscription:
* **Keep in Unpaid state** — the subscription remains but billing is suspended
* **Automatically cancel** — the subscription is cancelled after all retries are exhausted
Optionally toggle on **Create invoices after a subscription payment fails** and select the channels to notify the customer.
Click **Save**. Settings apply immediately to all subscriptions.
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## Abandoned cart emails
Recover lost sales by automatically emailing customers who added products to their cart but did not complete the purchase.
Go to **Payments → Payment Settings → Notifications**.
Toggle on the **Abandoned Cart Email** notification. The same process applies to Order Confirmation and Order Fulfillment emails.
Choose an email template from the dropdown — either a system template or one of your own custom templates. Click **Preview** to edit the template content and design in real time.
Edit the subject line for greater personalization. Click the tag icon to insert custom values (e.g., customer name, cart total).
Configure how long after abandonment the email sends. Use the +/- buttons and the time unit dropdown (minutes, hours, days) to set the delay.
Click **Save**. Changes only take effect once saved.
The abandoned cart link sent in recovery emails remains active across different browsers, devices, and sessions. If the customer completes their purchase before the email sends, the system automatically cancels the scheduled email.
Customers cannot modify the cart through the abandoned cart recovery link — it is intended solely for completing the original purchase.
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## Shipping & delivery settings
Configure shipping rates and delivery options for physical products sold through your store or order forms.
Navigate to **Payments → Payment Settings → Shipping & Delivery**.
### Shipping profiles
Shipping profiles let you assign different rates to specific products or stores, while a **General Profile** applies to everything not covered by a custom profile.
Click **Add Custom** to create a custom profile. Give it a name and assign the relevant stores and products to it.
Click **Add Zone** within a profile. Give the zone a name and select the countries to include. For more granularity:
* Click the arrow next to a country to select specific states or provinces
* Enable **Limit Shipping to Specific ZIP/Postcodes** and enter ZIP codes (use an asterisk after the first 3–4 digits to include an area; separate multiple entries with commas)
Within the zone, click **Add Rate**. Enter:
* **Name** — the customer-facing label (e.g., "Standard Shipping — 5–7 days")
* **Description** — optional details
* **Amount** — flat rate charge
* **Conditional pricing** — set different amounts based on order weight ranges or order value ranges (e.g., free shipping over $500, $10 flat rate below \$500)
Select **Carrier or App** when creating a rate to have the shipping cost calculated dynamically by an integrated carrier.
Click the three-dot menu next to any zone or rate to edit or delete it.
Customers see only the shipping rates applicable to their address at checkout, based on the zones you have configured.
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## Additional fees
Pass processing charges or other fees on to customers transparently at checkout.
Go to **Payments → Payment Settings → Miscellaneous Charges**.
Toggle on **Enable passing processing charges to customers**.
Configure the fee name, amount (flat or percentage), and the sections where it should be applied (e.g., order forms, invoices, payment links).
Click **Save**. The fee will appear as a clearly labeled line item at checkout, so customers understand the charge before completing payment.
This fee can also be added manually when managing individual products. The charge is displayed with a clear disclosure to the customer at checkout.
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## Frequently asked questions
Yes. Create multiple tax rates in the Taxes section and apply them individually per product line item on invoices and order forms.
Receipt emails are sent automatically for all completed payments. To suppress them for specific scenarios, you would need to use a workflow to manage communication instead.
Abandoned cart emails apply to store checkouts and order form sessions. For invoice reminders, use the **Invoice Reminders** feature under **Payments → Invoices & Estimates → Settings**.
Yes. When adding a shipping rate, select **Free shipping** and set the **Minimum order amount** condition. For example, "Free shipping on orders over \$75."
Subscription retry settings in **Payment Settings → Subscription Settings** apply to NMI, Square, and Authorize.net. Stripe manages its own retry logic from within the Stripe dashboard. To configure Stripe's retry behavior, log in to Stripe and go to **Settings → Subscriptions and emails → Smart Retries**.
Yes. Go to **Payments → Payment Settings → Miscellaneous Charges** and enable **passing processing charges to customers**. Configure the fee amount (flat or percentage) and select which checkout channels display the surcharge. The fee appears as a labeled line item at checkout.
Yes. Within each shipping profile, create multiple zones and assign different countries (or specific states and ZIP codes) to each zone. Each zone can have its own flat rate or conditional pricing rules.