With Lulu Direct, you have the ability to schedule batched payments, allowing groups of orders to be charged together at set time intervals rather than processing each order individually.


This feature is especially helpful for users whose financial institutions may limit, flag, or decline a high volume of individual payment transactions within a short period of time. By consolidating orders into batches, users can reduce the number of payment transactions processed daily while still fulfilling orders efficiently.


TABLE OF CONTENTS

Saving a Payment Method

Before batch payments can be set, you must add a payment method to your Lulu Direct Account's billing page. 

1. Log into your Lulu Account.

2. Navigate to your Lulu Direct Dashboard by clicking My Stores in the top menu.

3. On the Lulu Direct Dashboard, click Billing in the top menu.

4. On the billing page, click the Add Payment Method button. 


5. Enter your payment information, then click Add Payment Method.



Note: After adding a payment method, Lulu will charge a small amount to the card, which is necessary to activate the connection for batch payment charges. Once the connection is established, the amount will be refunded automatically.



Setting up Batch Payments

1. Log into your Lulu Account.

2. Navigate to your Lulu Direct Dashboard by clicking My Stores in the top menu.

3. On the Lulu Direct Dashboard, click your store to open it.

4. On the store dashboard, click the Store Settings button.


On the Store Settings page, scroll down to the Scheduled Batch Payments a and click Enable Batch Payments.



After enabling scheduled batch payments, the status will change to active, and you can set the batch payment interval using the drop-down menu. 





Note: In order for the system to be able to access payments on a set interval, you must have automatic payments enabled in your account. For more information on activating automatic payments, please see here.



Note: New intervals always begin at 12:00 AM UTC. An order will not begin production until both the time interval and the production delay period has passed. For Example, if you have a 4 hour time interval and a 1 hour production delay, then at 4 am UTC the batch payment will trigger and the order will enter a 1 hour production delay. After the 1 hour production delay the payment will be captured and the order will enter production. 


Editing Batch Payment Intervals

After a batch payment interval is set, it can edited at any time on the same page, by clicking the edit button. 



Identifying Batched Orders

When orders belong to a batch, they are marked with a new 'Scheduled' status to indicate they are scheduled for production after their time interval ends. 




Batch Payment Order History

After batch payments have been set, a payment history will be listed on the Lulu Direct Billing page. 



Disabling Batch Payments

Scheduled Batch Payments can be disabled at any time on the Lulu Direct Channel Orders Page. When batch payments are disabled and the current time interval ends, orders will begin to be processed individually thereafter.


Canceling Batch Payment Orders

In the event that the batch orders have entered the production delay period and 1 or more of the orders needs to be canceled, they can be cancelled from the print job portal individually, and the remaining orders will still continue into production when the production delay ends.