Failed payment dunning is the process of finding lapsed recurring charges, contacting the member, and following up until the balance is resolved or access is revoked. Doing this by hand across multiple tools delays outreach and lets overdue accounts slip through unnoticed.
An automated version detects the failure the moment it happens, sends a tailored reminder with a payment link, and escalates unresolved cases on a schedule. The result is faster recovery, consistent follow-up, and accurate records without manual tracking.
The full workflow, from trigger to completion.
The workflow starts the moment marks a recurring charge as failed.
The automation reviews the failure reason and member tier to decide the reminder sequence and timing.
A tailored reminder with a payment update link is sent automatically.
The attempt, date, and current dunning stage are recorded against the member record.
If the payment is still unresolved after the retry window, a alert flags the account for review.
The finance manager makes the final call and manually revokes access for accounts left unresolved.
The final outcome, recovered or written off, is posted to the accounting system automatically.
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