Payment collection, dunning & portability — found from sitemap — Recurly

Cited by

Facts read from this source

• Dunning available all plans Report an error

  “Dunning Management is available on all plans.”

• Max dunning campaigns Report an error

  “Every site has a default dunning campaign, and merchants on Professional and Elite plans can create up to 50 targeted campaigns for different customer segments or plans.”

• Multiple campaigns plan requirement Report an error

  “Multiple dunning campaigns are not available on Starter or Pro plans. Contact Recurly Sales to upgrade.”

• Dunning cycle types Report an error

  “Payment Declined — for automatic invoices Invoice Past Due — for manual invoices Post-Trial Payment Declined — for invoices (automatic or manual) that fail after a free trial”

• Trial cycle zero price excluded Report an error

  “The trial dunning cycle only activates for subscriptions with a free trial applied via the plan or a coupon. Plans that start at $0 and increase after the first billing cycle do not activate the trial dunning cycle.”

• Default end of cycle behavior Report an error

  “By default, Recurly marks an invoice as failed at the end of the cycle if unpaid. A failed invoice is written off as bad debt, removing the balance from the customer's account. You can configure dunning to never auto-fail the invoice, leaving it overdue indefinitely.”

• Recollection triggers Report an error

  “The customer updates their billing details. A new subscription is added to the account (resubscribe).”

• Account updater overdue collection Report an error

  “If Account Updater is active, Recurly continuously runs it on accounts with overdue invoices and attempts collection indefinitely.”

• Stop dunning Report an error

  “open the overdue invoice and click Stop Dunning in Invoice Actions. The invoice remains in Past Due state, but retry attempts stop, dunning emails stop, and the End of Dunning Cycle action won't execute.”

• Auto cancel only on failed dunning Report an error

  “Subscriptions are only automatically canceled when an invoice fails dunning — and only if your dunning settings are configured to expire subscriptions at the end of the dunning cycle.”

• Billing update retry Report an error

  “When billing details are updated, Recurly retries collection on all overdue invoices for that account. Automated updates via Account Updater also trigger a collection attempt.”

• Hosted account management billing link Report an error

  “The default Payment Declined email includes a direct link to the customer's hosted account management page for billing updates. You can add this link to your own site using the hosted_login_token parameter from the Accounts API”

• Campaign priority order Report an error

  “When multiple campaigns could apply, Recurly uses this priority order: Account → Plan → Default.”

• Bundled subscription campaign rule Report an error

  “For bundled subscriptions on a single invoice: if no account-level campaign applies and multiple subscriptions use different campaigns, the campaign of the oldest subscription is used.”

• Versioned dunning settings Report an error

  “Dunning settings are versioned — changes to a campaign won't affect invoices already in dunning.”

• Deactivated campaigns not counted Report an error

  “Redundant campaigns can be deactivated and won't count toward your 50-campaign limit. The default campaign cannot be deactivated”

• Monthly dunning window recommendation Report an error

  “For monthly subscriptions, limit dunning to 27 days to avoid billing overlap in February and to maximize Intelligent Retry attempts.”

• Dunning webhooks Report an error

  “new_dunning_event — Sent when invoices enter and remain in dunning. Use this to send custom emails or reach customers through other channels (SMS, in-app notifications, etc.). failed_payment — Sent after each failed payment. Use this to flag a user as overdue in your system. successful_payment — Sent after a successful payment. Use this to restore a previously overdue user to good standing. subscription_expired — Sent when Recurly expires a subscription due to non-payment or cancellation.”

• Non retryable transactions Report an error

  “Hard decline transactions Transactions failing due to incorrect billing details Since these won't succeed without a billing info update, Recurly skips the retry schedule and waits for customer action.”

• Dunning analytics automatic only Report an error

  “Analytics are currently available for automatic payment invoices only.”

• Bulk campaign assignment API Report an error

  “You can also assign campaigns in bulk via the Recurly API bulk update endpoint.”

• Account activities export tracking Report an error

  “Create targeted dunning campaigns for specific customer cohorts and track which customers received which campaign and email via the Account Activities export.”

• Manual invoice reopen no dunning Report an error

  “If a failed manual invoice is reopened, dunning will not resume — no dunning emails are sent and the linked subscription is unaffected.”

Scores citing this record

• The Billing Engineer Plans, pricing models & subscription lifecycle
• The Billing Engineer Payment collection, dunning & portability
• The Billing Engineer Plans, pricing models & subscription lifecycle
• The Billing Engineer Payment collection, dunning & portability
• The Finance Lead Payment collection, dunning & portability
• The Finance Lead Plans, pricing models & subscription lifecycle
• The Finance Lead Payment collection, dunning & portability
• The Finance Lead Pricing transparency
• The SaaS Founder Payment collection, dunning & portability
• The SaaS Founder Pricing transparency
• The SaaS Founder Plans, pricing models & subscription lifecycle
• The SaaS Founder Payment collection, dunning & portability
• The Service-Business Owner Payment collection, dunning & portability
• The Service-Business Owner Pricing transparency
• The Service-Business Owner Payment collection, dunning & portability
• The Service-Business Owner Pricing transparency
• The Skeptic Plans, pricing models & subscription lifecycle
• The Skeptic Payment collection, dunning & portability
• The Skeptic Pricing transparency
• The Skeptic Payment collection, dunning & portability
• The Skeptic Pricing transparency
• The Tax Adviser Payment collection, dunning & portability
• The Tax Adviser Plans, pricing models & subscription lifecycle
• The Tax Adviser Payment collection, dunning & portability
• The Tax Adviser Pricing transparency