Summary - Retries & Dunning
- Retries & Dunning
- You Need
- An understanding of your business’ dunning requirements and schedule.
1. Configure Defaults
|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.
|Limit invoices in the remittance dunning.
|Sets a date when Remittance Dunning will go into effect.
2. Create Dunning Schedule for Card/Remittance
3. Select Custom Schedule or Use a Template
4. Edit Dunning Schedule Details
|Set an internal name for the Dunning Schedule.
|Sets the product for the dunning schedule, can be used for all products by selecting "Billing Plans"
|Trigger dunning if mid-period component allocation payment fails
|If enabled, dunning will occur if a mid-period component is allocated and the payment fails.
|Trigger dunning if awaiting signup payment fails
|Requires shipping address upon subscription signup.
|End dunning after first payment failure
|Will set the dunning to be one step.
5. Create a Dunning Schedule
6. Edit Dunning Steps
|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)
|Only applicable to the final step. Will either cancel the subscription or mark as unpaid if it reached this step.
|Only applicable to Card Dunning. Will retry the payment method on file when this step is reached.
|Will send an email on this step. BCC email can be enabled as well.