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Create a Dunning Process

Overview
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Overview

You can create a new dunning process to associate with a plan(s) or dunning group by following the steps below.

Creating a Dunning Process

Getting Here: Configuration > Payments > Dunning Processes > New

The Create New Dunning Process displays:

Dunning Process - Screen 1.jpg

Dunning Process - Screen 2.jpg

In the Process Name field, enter a descriptive name for the dunning process. The Client Defined Identifier field below automatically populates, based on the value entered in the Process Name field.
If applicable, enter a different, unique identifier for this dunning process in the Client Defined Identifier field.
In the Description field, enter an explanation of the dunning process.
Click (or CTRL-Click) to select Payment Types (Electronic and/or Payment Terms forms of payment) for each payment type to which this dunning process should apply.
Enter a Plan Number, Name, Client Defined Identifier, or use the Browse button to select plans. Click on the red X to remove plans as needed.

Note: Use the yellow highlighted screen tips area for the allowable combinations of Payment Types, and/or Plans.

Click on the Add Assignment button.

Dunning Process - Screen 3.jpg

The Payment Types and Plans selected for the Dunning Process are displayed.

Note: If no payment types are selected and the Add Assignment button is clicked, the system will default to selecting All Payment Types.

Configure Dunning Steps by selecting dunning email templates using the drop-down arrow, step duration, email contact, and any dunning fees for a step.

Note: Do Not Send Emails supports your own handling of Dunning communications outside of Aria.

If customers should be charged a fee when this step is performed, select one of the following fees from the Fee Type drop-down.

Flat Fee: The customer will be charged a specified flat amount when the next dunning step is performed.
Percentage Fee: The customer will be charged a specified percentage of the past due amount. Any fee charged in a dunning step will be added to the fee charged in additional dunning steps. For example, if a customer owes $100 and the fee is 10% at Step 1 and 20% at Step 2, then the customer will be charged as follows:

Step 1: 10% of $100 = $10. Total charges = $110

Step 2: 20% of $100 = $20. Total charges = $110 + $20 = $130

Note: Dunning fees are assessed based on the balance at the Stack level (the Master Plan Instance and all associated supplemental plan instances).

Note: If you chose to add a fee from the Fee Type drop-down, click the Add Currency hyperlink to enter the flat amount or percentage that customers should be charged when this step is performed.A separate window opens in which you can enter the amount or percentage for each of your currencies.

Click on the Add Step button to add additional steps to the dunning process. You can specify up to eight dunning steps in dunning process, in addition to the final step. You can click the red X in the in the right column at any time to delete the corresponding step from the dunning process. From the Final Notification Template drop-down, select the email template (either an Aria default template, your own custom template, or Do Not Send Emails) to use when the final dunning step is reached.

Note: Do Not Send Emails supports your own handling of Dunning communications outside of Aria.

When the final dunning step is reached, the dunning process will be marked as "Complete" and the Master Plan Instance will be marked as "Suspended."

All other Master Plan Instances associated with the same dunning group will be treated as if they have also reached the final step. The dunning state for these Master Plan Instances will be changed to "Complete" and the status for all associated Master Plan Instances will be changed to "Suspended."

Click on the Save button to save the dunning process.

Note: You cannot have two dunning processes that use the same combination of Payment Types and/or Plans. An error will display if the same combination of Payment Type and/or Plans are already in use by another Dunning Process.