Dunning

Dunning is a scheduled task that periodically checks for unpaid overdue bills and then executes actions such as sending out payment reminders, applying penalty fees, or sending out notifications (JSON requests) to third-party systems.

To access this section in Monetization, from the Menu, select Business configuration, and click Dunning. Provide a name and description.

The Amount Due Threshold refers to the minimum amount on the bill before the dunning process can pick it up. This means that the bill due amount needs to be above the amount due threshold to be picked up.

Actions like applying penalty fees, sending payment reminders, and recollecting unpaid bills can be configured. To achieve this, under Actions, click Create new. Each action has a type. They include the following:

Fee
Notification
Recollect
Block

Fee

This means the customer will be charged a penalty fee for the unpaid bill. To configure, provide a name and description for the action.

In addition, choose the bundle. The bundle is configured to charge the customer a specific amount for failing to pay the bill at the appropriate time. Therefore, the action will purchase an add-on bundle on the customer’s subscription.

Notification

This will send a notification in the form of an email or SMS to the customer. For instance, a customer receives a payment reminder email if their bill has been overdue for three days.

For this configuration type, you are required to choose a mail or SMS template. The mail template is configured in Monetization under Business configuration Template Mail template.

Recollect

This will automatically try to recollect the payment for an unpaid bill. For this dunning process, a payment gateway integration has to be configured in Monetization. In addition, the customer must have included a credit card.

Block

This will send an API request to your third-party service control system, which would block the customer’s service because of unpaid bills.

Note:

For each dunning configuration action, the Overdue days means the action will only be triggered when a bill has been due for that number of days.

For instance, assume a bill was due on the 15th day of the month and has yet to be paid on the 20th day. On the 20th day, the bill will be overdue for five days. Therefore, the action will be executed if the Overdue days is configured to five days.

To delete each action for the dunning configurations, click Delete.