Dunning Management

Modified on: Wed, 7 Oct, 2020 at 12:36 PM

This article covers 

What is New dunning?

What happens when a client does not pay? Does Dunning alert us?

What does the setting “cancel subscription” and “mark as not paid” do?

If a client wants to pay after they were marked as unpaid or cancelled how to allow them to reactivate? Or should we start a new subscription altogether?

Why am I not seeing my Dunning settings from the configuration page?

Dunning for CRC customers


Summary


What is New dunning?


In Dunning V1, the payment retries are based on the configuration you have set up. New Dunning/Dunning V2 applies Chargebee's Smart retry logic to retry payments at dynamic intervals. To use this, Go to Chargebee Dashboard > Settings > Configure Chargebee > Dunning for Online/Offline Payments, and enable the Dunning as required. 


Look for the prompt Activate Dunning. Depending on your plans you can choose between Custom and Smart Dunning


Note: The Dunning v2 version is not compatible with your Chargebee <> CRC partnered account.

Smart Dunning is available from Scale Plan

What happens when a client does not pay? Does Dunning alert us?

Dunning executes payment retries on your customer's unpaid invoices at configured intervals. In addition to this, you can configure Dunning Emails to notify your customers.

If you wish to get notified on dunning you can cc your email address to receive a copy of your email. Go to, Settings > Configure Chargebee > Email Notifications and Dunning for online/offline payments(v2) > Edit your email notification > Include your email address in cc/bcc option

What does the setting “cancel subscription” and “mark as not paid” do?

This setup dictates what action is taken for your subscription and invoice as a final Dunning final action. This action will apply when the payment collection fails on the last dunning attempt. Here you have the option to cancel the subscription and mark the invoice as not paid. Alternatively, you can retain the subscription as active if you want to. 

If a client wants to pay after they were marked as unpaid or cancelled how to allow them to reactivate? Or should we start a new subscription altogether?


You can reactivate a customer’s subscription or allow them to create a new subscription depending on your business needs. 

If you would want the subscription to cancel as the final dunning action then you have to reactivate the subscription for future renewals. When the customer has a valid card on file, you can also manually attempt collection on invoices by going to the invoice and clicking on the Collect now option.

Why am I not seeing my Dunning settings from the configuration page?

You will not be able to use the Dunning settings v2 if you have integrated your Chargebee account with CRC. Contact support to switch you to v1 so that you can use Dunning.



Related articles and Documentation

How to enable dunning in subscriptions?
Can I generate an invoice for a customer who is in Dunning?

K
Kirthiga is the author of this solution article.

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