A Dunning Management software tool can help your business maintain a steady stream of payments.
If you offer subscription plans or recurring services, then you can manage your recurring billing settings by clicking on the
Settings icon in the menu bar in the top right-hand corner of your Helcim Account and selecting
Payments and Plans and
Next, confirm your settings for Dunning Management.
Check Contact Info: Toggle
Offto check that the customer has contact information on file.
Check Card on File: Toggle
Offif you want the Dunning Management tool to confirm customer credit cards are active.
Check Bank Account on File: Toggle
Offif you want the Dunning Management tool to confirm the customer bank account is accurate.
Send Email to Customers: Use the drop-down menu to select between Off, On - Weekly, On - Semi-Monthly, On - Monthly to determine the frequency that emails are sent notifying customers their credit card information needs to be updated. Confirm how you want to notify customers that their information needs to be updated.
Customer Billing Heads-Up: Select
Offor the number of days before their billing date you want to notify them.
Receipt Type: Select the type of receipt you want to send to customers, either an Order Receipt or a Transaction Receipt. Click
Saveto apply your settings.