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Home > Aria Crescendo Documentation > Configuration > Dunning

Dunning

This article applies to:Aria Crescendo

Overview

Dunning is a term used to describe the business process followed for accounts that are delinquent or for which a transaction against a credit card on file has been declined. In Aria, you can configure up to eight dunning steps, in addition to the final step, for these delinquent accounts.

What Dunning Does

You can set up your dunning processes to do the following when a payment is due, the due date has passed, and a customer has not yet paid:

  • Send an email to the customer
  • Re-attempt the collection after a specified number of days
  • Charge a late fee

When a Master Plan Instance reaches the final step of dunning, that Master Plan Instance goes into a "Suspended" status.

When Dunning Occurs

Customers will go into dunning if their balances go over the applicable threshold:

  • For Master Plan Instances associated with a billing group for which the primary payment method is an electronic payment: Dunning will begin if the customer's Master Plan Instance balance goes over the Minimum Collection Threshold. The Minimum Collection Threshold is the minimum amount for which Aria should attempt a collection.
  • For Master Plan Instances associated with a billing group for which the primary payment method is net terms: Dunning will begin if the customer's Master Plan Instance balance goes over the Net-Terms Threshold Balance. The Net-Terms Threshold Balance is the minimum statement balance that a net terms Master Plan Instance should have in order for that Master Plan Instance to be considered past due.

How Dunning Works

You can associate dunning processes with one or more plans, or directly to a dunning group. Master Plan Instances are grouped together within a dunning group and then a dunning process can be assigned to that dunning group, which overrides the dunning process of the individual Master Plan Instances.

Grouping Master Plan Instances together coordinates the final step of dunning, meaning that when the first Master Plan Instance is "Suspended" due to dunning, all other Master Plan Instances assigned to that dunning group also go into a "Suspended" status.

Dunning groups can be made up of multiple Master Plan Instances, as shown with "MPI 1" and "MPI 2" in the example below. Dunning groups can also be made up of just one Master Plan Instance, as shown with "MPI 3" in the example below to dun separately than the rest of the account.

In the example below, if "MPI 1" goes into the final step of dunning, "MPI 2" would also become suspended. If "MPI 3" goes into dunning, the rest of the account (i.e. "MPI 1" and "MPI 2") is not affected.

dunning overview2.png

You can manage dunning groups, and specify which Master Plan Instances are assigned to each dunning group, by navigating to the Dunning Groups page of an account (Accounts > Plans > Dunning Groups).

 


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Last modified
10:18, 21 Dec 2015

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