Configure Retries & Dunning

Dunning is the sequence of retries and emails Advanced Billing runs when a payment fails. Use this guide to configure it: setting up the dunning emails, creating a schedule for credit card failures from a template or from scratch, and then adding and editing the individual steps that schedule runs through.

At a glance

Feature

Retries & Dunning

You Need

An understanding of your business' dunning requirements and schedule.

Code

None

Difficulty

◉◉◎◎◎

1. Configure the dunning emails

Dunning emails have their own from address, separate from the one the rest of your emails use. Set that address and the BCC list before you build a schedule, since every step that sends an email uses them.

2. Create a dunning schedule for credit cards

A schedule is the sequence Advanced Billing works through after a payment fails. Create one for the credit card collection method.

From Advanced Billing, go to Config > Retries & Dunning and create a new schedule.

3. Select a custom schedule or use a template

Advanced Billing ships preconfigured schedules. Start from a template if you want a working schedule immediately, or build your own if you already know the timing you need.

4. Edit the dunning schedule details

Name the schedule, choose what it applies to, and decide which payment failures start it.

5. Add a dunning schedule step

Each step is one dated action in the sequence. Add as many as your schedule needs.

6. Edit the dunning steps

Set when each step fires and what it does when it does.

Related information

To set the from address used by every email that isn't a dunning email, see the Configure Emails help article.

To set whether invoices are collected automatically or by remittance, which determines the dunning behavior that applies, see the Configure Invoices help article.