How to Configure Dunning Rules and Emails in Chargebee

In this guide, we will walk you through the steps to configure Dunning rules and emails in Chargebee. Follow the steps below to ensure a smooth setup process.

Accessing Dunning Settings

1. Go to Settings.

2. Select Configure Chargebee.

3. Navigate to Dunning for Online and Offline Payments.

Dunning for Cards

1. Enable Dunning and choose the Dunning period. This is the time frame in which Chargebee will retry payment collection.

2. Select the Dunning retry mode:

   • Smart Mode: Automatically chooses the best time to retry a failed payment based on past transactions.

   • Custom Retry Mode: Allows you to decide when and how often to retry.

3. If using Custom Dunning, choose up to 5 retry frequencies.

4. Decide the action at the end of the Dunning period if the invoice remains unpaid:

   • Cancel the subscriptions or retain them as active.

   • For invoices, choose to mark as not paid, void, write off, or reverse.

5. Enable Dunning for future, trial subscriptions, and one-time invoices.

6. Click Apply, review the changes, and click Confirm.

Dunning for Direct Debit Payments

1. Activate Dunning for direct debit payments and choose the Dunning period.

2. Understand the key difference: Card transactions provide instant results, while direct debit depends on bank processing.

3. Set the overall Dunning period and the number of attempts allowed.

4. Choose the final Dunning action for subscriptions and invoices.

5. Enable Dunning for future, trial subscriptions, and one-time invoices.

6. Click Apply and Confirm to save changes.

Dunning for Offline Payments

1. Handle invoices and subscriptions for customers paying offline.

2. Choose the Dunning period for expected payment.

3. Select the final Dunning action for subscriptions and invoices if not marked as paid within the period.

4. Ensure offline payments are marked as paid in Chargebee.

Configuring Dunning Emails

For Cards

1. Under the Dunning for Cards section, enable email notifications.

2. Configure different Dunning emails for cards and direct debit using the Segmentation feature.

3. Enable the emails, which will be triggered after the specified number of days.

4. Edit the number of days for sending Dunning emails to match the retry attempt frequency.

5. Configure Dunning emails for one-time invoices if enabled.

For Offline Payments

1. Click on Configure Emails at the top.

2. Scroll down to the Dunning for Offline Payments email section.

3. Configure the emails similarly to the previous section.

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