PREMIUM ADD-ON ✨This feature is available upon request only. Please contact us to get access to this premium feature.
Create campaigns
Automatic dunning uses campaigns that can be applied billing entity-wide or tailored to individual customers. Create multiple campaigns to suit varying thresholds or cadences, all aimed at recovering overdue payments. To set up a new campaign, go to Settings > Dunning and follow these steps:- Assign a name, code, and description for easy identification.
- Set an overdue balance threshold with its designated currency.
- Add additional currencies for thresholds as needed.
- Specify the delay between attempts.
- Define the number of attempts for the campaign.
- Apply this campaign to a billing entity or a customer.
Overdue balance threshold
You can define thresholds for all supported currencies. When a customer reaches the specified threshold in their invoiced currency, the dunning campaign is triggered. If a customer’s invoiced currency is not supported in the campaign, they will not be eligible for it.Attempts & delay
A dunning campaign begins when the overdue balance threshold is reached. Subsequent attempts follow the set delay. The campaign ends once the overdue balance is paid or all attempts have been exhausted.Apply dunning to a billing entity
Setting a campaign at the billing entity level applies it to all customers that inherit the billing entity’s dunning behavior — except those who either:- Have a specific campaign assigned to them, or
- Have dunning deactivated.
Automatic dunning on customer
If a campaign is set for the billing entity, it will automatically apply to all customers attached to it. However, you can override this at the customer level by either assigning a different dunning campaign or deactivating dunning for that specific customer.Change from one campaign to another
If you change the default campaign or assign a different campaign to a customer, any ongoing dunning process will stop. The new campaign will take precedence and start from the beginning.Dunning behaviour
- Automatic payment attempt: Lago will initiate a payment intent for the specified amount via the connected PSP.
- Failed payment: If the payment fails, an email will be sent to the customer with a payment request and a URL to complete the payment (excluding GoCardless).
- Successful payment: Upon success, the attached invoices will automatically reflect a “succeeded” payment status.