Dunning FAQs

Modified on Tue, 31 Oct, 2023 at 2:18 PM

 

What is Subscription dunning? - Subscriptions Dunning allows you to set multiple retries for subscriptions that fail to bill successfully and define whether to cancel the subscription after the last attempt. You can even schedule discounts or partial payments.

 

How do I find Subscription Dunning inside Payments.ai?- Select Automation Rules from the top menu. From there, click Subscription from the left side menu. 

 

Is there a default rule for Subscription Dunning? Yes, if you want to set default rules for Subscription Dunning you can go to “add new rule”. Once you do that a window will pop up and ask you if you want to “Use Default settings” or “Start from Scratch. Click the “Use Default settings” tab to enable them.

 

What is the default rule for Subscription Dunning? The default rule is 3 retry attempts. The first retry is 3 days later using the full amount, then again at 7 days, and the third retry is on the 15th day of the month at 06:30:00 using the full amount. After last failed attempt, the subscription is cancelled.

 

Can I customize my Dunning rules? - Yes, if you want to set default rules for Subscription Dunning you can go to “add new rule”. Once you do that a window will pop up and ask you if you want to “Use Default settings” or “Start from Scratch. Click the “Start from Scratch” tab to enable them.

 

What can I do to customize my subscription dunning rules to do? - Inside Payments.ai you can name the rules that you want to distinguish them from each other for different products, etc. You can also set conditions with product names, and customer types.

 

What does Trial Reminder do? A trial reminder sends out an email to let your customer know that their trial is ending.

 

Can you customize the trial reminders? - Yes, you can set up when you want emails to go out, and what time frame and duration. You can also look at what the email will look like that will be sent to your customers.

 


If you have any additional questions, please contact our Support Team by clicking the blue support widget in the bottom right-hand corner of this page or email us at support@payments.ai.

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