Summary - Retries & Dunning
- Feature
Retries & Dunning
- You Need
An understanding of your business’ dunning requirements and schedule.
- Code
None
- Difficulty
◉◉◎◎◎
1. Configure Email
| Field | Description |
| Send Dunning Eamils From | Sets the from address for the dunning emails. |
| BCC Email Addresses | If the BCC option is enabled on a dunning step, it will send an email to the address entered here. |
| Apply Dunning for Remmittance Invoices Issued After | Sets a date when Remittance Dunning will go into effect. |
2. Create Dunning Schedule for Credit Card
From Advanced Billing, go to Config > Retries & Dunning and create a new schedule.
3. Select Custom Schedule or Use a Template
4. Edit Dunning Schedule Details
| Field | Description |
| Name | Set an internal name for the Dunning Schedule. |
| Applied To | Select the product or product family for the dunning schedule, can be used for all products by selecting "Billing Plans". |
| Mid-period Component Allocation | If enabled, start the dunning when a mid-period component allocation payment fails. |
| Awaiting signup Payment Failure | Start the dunning when a sign-up payment fails. |
| Trigger Dunning For Backdated Subscriptions | Start the dunning for backdated subscriptions on their first charge. |
5. Add a Dunning Schedule Step
6. Edit Dunning Steps
| Field | Description |
| Day After Due Date | Amount of time after the due date of payment before this dunning is enabled (First Dunning will always be on Day 1) |
| Send Email | Will send an email on this step. BCC email can be enabled as well. |
| Rety Payment | Only applicable to Card Dunning. Will retry the payment method on file when this step is reached. |
| Final Action | Only applicable to the final step. Will either cancel the subscription or mark as unpaid if it reached this step. |
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