Subscription Automation Rules: Retry with Partial Payment

Modified on Wed, 4 Sep at 4:42 PM

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 Subscription Dunning and click "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 amount of retry attempts. The first two attempts in our example with be at the full amount:

For the 3rd attempt, we are going to select 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 Tag customer as discounted.

A special discounted tag will be assigned to the profile of customers who choose partial payment, to avoid manipulative price reductions.

Other available options that you can goggle on are:

Discount 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 attempy 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 full amount

Attempt 2: Retry 3 days after using full amount

Attempt 3: Retry 5 days later using 85% of original amount. If payment is approved, do nothing.

Apply discount tag, only one discount allowed per lifetime of customer.

Attempt 4: Retry 7 days later using 50% of original amount. If payment is approved, do nothing.

Apply discount tag, only one discount allowed per lifetime of customer.

After 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 support@payments.ai.