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Processing Release Payments

Processing Release Payments

Charge cards on file, monitor the payment job, retry failures, and issue refunds.

Once a release is PENDING and you've finalized modifications, it's time to charge cards. OnCloudWine processes release payments in batches via a background job, with full visibility into success, failure, and retry.

How payment processing works

  1. You click Process Payments

    From the release detail page, the Process Payments button kicks off a PROCESS_RELEASE_PAYMENTS background job.

  2. The job iterates through PENDING payments

    For each, it charges the contact's saved payment method (Square or Stripe). Each charge transitions the payment record through PROCESSING → COMPLETED or → FAILED.

  3. You monitor progress in the Payments tab

    The Payments tab on the release shows a live count of PENDING / PROCESSING / COMPLETED / FAILED. The most recent 20 jobs appear in a sidebar.

  4. Failed payments stay in FAILED

    A failure could be a declined card, a 3DS challenge, or an expired card. Failures are individually retryable.

Payment statuses

StatusMeaning
PENDINGGenerated when the release went PENDING. Not yet attempted.
PROCESSINGCurrently in flight with the payment processor.
COMPLETEDSuccessfully charged. Funds will settle per processor schedule.
FAILEDCharge declined. Reason is captured on the payment record.

The Payments tab

dashboard.oncloudwine.com

Spring 2026 Reds — Payments

128 active contacts · $24,576 total · 4 failed

ContactAmountMethodStatus
Alex Chen$192.00Stripe •• 4242COMPLETED
Casey Lee$168.00Square •• 1234FAILED
Jordan Patel$144.00Stripe •• 0005COMPLETED
Sam Rivera$192.00Stripe •• 9876PROCESSING

Retrying failed payments

From the Payments tab, click Retry failed to re-run the payment job against every FAILED record. Useful after a payment-processor outage or after members have updated cards from the portal.

Common failure reasons

ReasonWhat to do
card_declinedIssuer declined. Ask member to use a different card via the portal.
expired_cardCard has expired. Member needs to update from the portal.
insufficient_fundsRetry in a few days, or contact the member.
authentication_required3D Secure challenge. The processor sends the member a confirmation; ask them to complete it and retry.
processor_errorTransient. Retry the entire batch.

Refunds

Refunds happen at the payment level, not the release level. Open any COMPLETED payment to issue a full or partial refund.

  1. Open the payment record

    From the Payments tab, click into the row.

  2. Click Refund

    Choose full or partial. For partial, enter the dollar amount.

  3. Add an internal note

    The reason appears in the payment timeline and the contact's history. Not shown to the member.

  4. Confirm

    The refund is submitted to the processor. The payment status remains COMPLETED but the timeline shows the refund event and outstanding net.

Payment retries from the contact side

When a payment fails, the member is notified by email and prompted to update their payment method via the portal. After they update:

  1. The portal saves the new card

    Stored on Stripe or Square, never on OnCloudWine.

  2. The member clicks Retry payment in their portal

    Or you can retry from the dashboard once you see the new card on file.

  3. The retry succeeds

    The payment record transitions to COMPLETED and the contact's fulfillment can proceed.

What's next?