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Home > User Documentation > Configuration > Dunning > Create a Dunning Process

Create a Dunning Process


You can associate dunning processes with one or more plans. You can create a new dunning process by following the steps below.

Creating a Dunning Process

Getting Here: Click Configuration > Payments > Dunning Processes

  1. Click New.

The Create New Dunning Process page displays.

Create new dunning process formv2.png

  1. In the Process Name field, enter a descriptive name for the dunning process.
  2. In the Client Defined Identifier field, enter a name or other identifier used for this dunning process in your organization.
  3. In the Description field, enter an explanation of the dunning process.
  4. From the Payment Types list, select each payment method to which this dunning process should apply.

The dunning process will apply to customers who use the selected payment method(s).

Note: If you do not select a payment method, then this dunning process will apply to all customers who are subscribed to your specified plan(s), regardless of their payment method.

  1. In the Plan Select area, enter or select options for filtering your list of plans by Plan Name, Currency, Billing Interval, or Status, then click Filter.

In the list of available plans, click each plan to which this dunning process should apply. Your chosen plans will be displayed on the list of selected plans.

To remove a plan from the dunning process, click the plan in the list of selected plans.

  1. In the Steps area, select an email template from the Template drop-down that Aria should use to email a customer in the corresponding dunning step.

You can choose one of Aria's default dunning templates or one of your own custom templates.


  1. In the Status Duration field, enter the number of days before the next step in the dunning process begins.
  2. Select the Account Status that the account should be placed in when this step is performed: Inactive (Inactive Dunning) or Active (Active Dunning).
  3. From the Choose Email Type drop-down, select the type of customer email address to which the dunning message should be sent.
  • Default: Billing contact email address.
  • Administrative: Administrative contact email address.
  • Billing: Billing contact email address.
  • Both: Administrative and billing contact email address.
  1. If customers are charged a fee when this step is performed, select the type of fee from the Choose Fee Type drop-down: Flat Fee or Percentage Fee.

If you choose a percentage fee, then the customer will be charged the 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

The fee is charged when the next step in the dunning process is performed.

  1. Click Add Currency to enter the flat amount or percentage that customers should be charged when this step is performed.

A separate window will open in which you can enter the amount or percentage for each of your currencies.

  1. Click Add Step to include additional steps in this dunning process, then enter the information as described in the preceding steps.
  2. Click Remove Step to delete a step from this dunning process.
  3. From the Final Step drop-down, select the email template to use when a customer account will be suspended.

You can choose one of Aria's default templates or one of your own custom templates.

  1. Click Save.

Aria will apply the dunning process to the applicable past due accounts the next time the dunning batch job runs.

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