Summary - Retries & Dunning
- Feature
- Retries & Dunning
- You Need
- An understanding of your business’ dunning requirements and schedule.
- Code
- None
- Difficulty
- ◉◉◎◎◎
1. Configure Defaults
| Field | Description |
| From Address | 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
| Field | Description |
| Name | Set an internal name for the Dunning Schedule. |
| Product | 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
| 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) |
| Final Action | Only applicable to the final step. Will either cancel the subscription or mark as unpaid if it reached this step. |
| Rety Payment | Only applicable to Card Dunning. Will retry the payment method on file when this step is reached. |
| Send Email | Will send an email on this step. BCC email can be enabled as well. |