When setting up a custom dunning rule, you can configure a retry attempt for a portion of the amount due. You can also configure it so that the system will only allow this "discount" once per customer.
In the example below, we will go over setting up a custom dunning rule with these settings.
First, from the Automation Rules tab, click Subscriptions on the left side:
Scroll down to Subscription Dunning and click the "add new rule" button:
Name your rule and then set your conditions. In this example, we have set a condition of product, stating that all products selected will be part of this dunning rule. If you intend to use a partial payment for one of your retries that you only want to apply once per customer, you need to add a second condition.
Customer Type > is not in > discounted
Next, we will set the number of retry attempts. The first two attempts in our example will be at the full amount:
For the 3rd attempt, we are going to select a partial amount and put 85% of the original price. To ensure that each customer is only allowed this partial payment opportunity once, be sure to toggle on the Tag customer as discounted.
A special discounted tag will be assigned to the profiles of customers who choose partial payment, to avoid manipulative price reductions.
Other available options that you can Google are:
Discount the remaining amount
Selecting the Discount Remaining Amount option will register the discounted Invoice as Paid. If you do not select this option, the invoice will retain a partially paid status.
Try backup payment
When the main payment instrument fails, we will try to charge your customer's backup payment instrument.
The 4th attempt in this example will also be a partial payment. You will notice that the "tag customer as discounted" toggle is grayed out. This is because you've already activated this tag in the previous attempt. The tag carries down to subsequent attempts.
To finish this rule, after that last attempt, we will toggle on Cancel Subscription and Abandon Invoice. Save your rule and make sure it's toggled on active.
This rule is summarized as follows:
Attempt 1: Retry 1 day after using the full amount
Attempt 2: Retry 3 days after using the full amount
Attempt 3: Retry 5 days later using 85% of the original amount. If payment is approved, do nothing.
Apply the discount tag; only one discount is allowed per lifetime of the customer.
Attempt 4: Retry 7 days later using 50% of the original amount. If payment is approved, do nothing.
Apply the discount tag; only one discount is allowed per lifetime of the customer.
After the last failed attempt:
Cancel Subscription
Abandon Invoice
If you have any additional questions, please contact our Support Team by clicking the support widget in the bottom right corner of this page or email us at [email protected].