Merchant Controls

    Take full control of your payment experience — configure retry logic, notifications, contracts, and branding all from one dashboard.

    Auto-Retry Failed Payments

    Recover revenue automatically without lifting a finger

    Merchants can configure automatic retry logic for failed payments — setting the number of retry attempts, the interval between retries, and fallback actions when all retries are exhausted. After 3 consecutive failures, a plan defaults.

    Number of retry attempts (configurable)
    Retry interval in days (configurable)
    Automatic plan default after 3 consecutive failures
    Webhook notification on each failure and on default
    Optional escalation to TrueAccord collections (US merchants)

    Retry Settings

    Retry Attempts3
    Retry Interval2 days

    Timeline

    Failed
    Retry 1
    Retry 2
    Retry 3
    Default

    Customizable Email Notification Templates

    Every customer touchpoint, on-brand and under your control

    Merchants can design and customize every customer-facing email — payment confirmations, upcoming payment reminders, failed payment alerts, and plan completion notices — with their own branding, tone, and messaging.

    Fully editable email templates
    Payment confirmation emails
    Upcoming payment reminder emails
    Failed payment alert emails
    Plan paid / completion emails
    Merchant notification settings (receive copies of customer emails)

    Payment Reminder

    to: customer@email.com

    Hi Sarah, your payment of $187.50 is due on July 15, 2026.

    Payment Reschedule Program

    Let customers reschedule — reduce defaults before they happen

    Customers receive a payment reminder email with the option to reschedule their upcoming payment by up to 5 days for a small fee. Merchants control the reschedule window and the fee amount. This proactively reduces defaults without any manual intervention.

    Configurable reschedule window (up to 5 days)
    Merchant-set reschedule fee
    Customer self-service — no support tickets needed
    Triggered automatically via payment reminder email
    Reduces default rate proactively

    Reschedule Payment

    Original

    July 1

    New Date

    July 5

    Reschedule fee+ $5.00

    Customer-Facing Offer Flexibility

    Let customers choose their own terms — within the bounds you set

    Merchants define the boundaries of their payment plan offers — minimum down payment, frequency options, and term length — and customers choose their preferred terms within that range at checkout. This increases conversion by giving buyers control without giving up merchant guardrails.

    Set min/max down payment percentage
    Offer multiple frequency options (weekly, bi-weekly, monthly)
    Set fixed or flexible term length
    Customers see live payment calculations as they configure
    Works across all offer types (automatic and manual)

    Offer Setup

    Down Payment

    30%
    Percent
    Fixed
    Customer chooses down payment
    Between
    30%
    and
    80%

    Payment Schedule

    Frequency

    4weeks
    Days
    Weeks
    Months
    Customer chooses frequency
    Between
    2 wk
    and
    4 wk

    Term

    6months
    Weeks
    Months
    Payments
    Customer chooses term
    Between
    3 mo
    and
    6 mo

    Custom Plan Contracts

    Legally compliant payment agreements, automatically generated

    Every payment plan opened through Partial.ly generates a signed contract based on the merchant's configured terms, conditions, and disclosures. Merchants can customize the contract language to reflect their business policies, return terms, and any required legal disclosures.

    Auto-generated on every plan open
    Fully customizable terms and conditions
    Add custom disclosures and return policies
    Customer e-signature collected at checkout
    Downloadable PDF for merchant and customer records

    Payment Plan Agreement

    This Payment Plan Agreement ("Agreement") is entered into between the Merchant and the Customer...

    The Customer agrees to make payments according to the schedule outlined below, subject to the terms and conditions...

    Section 3.1 — Late Payment Policy...

    Signed electronically by Sarah Johnson

    Reports & Records

    Full visibility into every payment, plan, and transaction

    Merchants have access to detailed payment reports, full transaction histories, and exportable records for accounting, reconciliation, and business intelligence. Track active plans, upcoming payments, failed payments, and recovered revenue all from the dashboard.

    Payment and transaction history
    Active plan overview
    Failed and recovered payment tracking
    Abandoned cart stats and recovery rates
    CSV export for accounting and reconciliation
    Merchant dashboard with at-a-glance metrics

    Recent Transactions

    Sarah J.$187.50PaidJul 1
    Mike R.$250.00FailedJul 1
    Lisa K.$125.00PaidJun 30
    Tom W.$340.00PendingJun 30

    Branded Checkout Experience

    Your logo, your colors — a checkout that feels like yours

    Merchants can upload their business logo and set a primary color theme so the Partial.ly checkout experience matches their brand. Customers see a consistent, professional experience from product page to payment confirmation.

    Upload business logo
    Set primary brand color
    Applied across checkout pages, confirmation screens, and email notifications
    Builds customer trust and reduces drop-off
    Available on all plan types
    Learn more about our White Label offering

    Checkout Preview

    Default

    Pay Now

    Branded

    YOUR LOGO
    Pay Now

    Ready to Get Started?

    Create your free account and start accepting flexible payments today.