Dunning Management

Dunning management is the process of automatically handling failed payments due to such scenarios as expired credit card, credit limit exceeded or invalid card numbers. Payment Center provides a very simple way of setting up payment retries to such scenarios.

 

A sample setup could be as follows: 

You can setup up to 3 retries in intervals that you set. If payment is still unsuccessful in the last attempt, you then have to do a manual follow up with your customer/client.

Invoice Customization

Payment Center uses Salesforce’s Email Templates to send invoices. In the past, the use of this feature has not been highlighted and is somewhat hidden from the overall interface design. In this release, the templates are readily accessible from the settings page. Two new templates are also available that allow you to include your own logo. The two new templates are:

  1. Standard Invoice v2.14 (Email) – invoice is included as part of the email body
  2. Standard Invoice v2.14 (PDF) – invoice is attached in PDF format

Advance editing is also available for those who are comfortable with Visualforce.

More Features/Layout Changes

Payment Center Settings

The settings page has been re-arranged a little bit to group things together according to their purpose. Three new buttons have been added: Dunning, Customize Invoice and Payment Receipt. Edit your layout to make these buttons available on the page. Also, some fields that used to be on the main page have been moved inside these buttons. You may remove these fields from the main page as they are now redundant. All in all, the new page looks something like this: 

While you’re at the settings page, you may also want to update your settings for the new features:

  1. Dunning – set your retry options when Auto-BillPay fails. If a failure happens, an email is sent to the customer indicating that their payment has failed. The format of the email is defined by Email Notification Template. A standard template is provided which you can edit at any time. The template is called Failed Automatic Payment v2.14.
  2. Customize Invoice– new invoice templates are available in this release. You now have the option of sending your invoice in PDF format. New templates are as follows:
    1. Standard Invoice v2.14 (Email) – invoice is included as part of the email body
    2. Standard Invoice v2.14 (PDF) – invoice is attached in PDF format
    3. Using the above templates, you can add your logo to the invoice

Invoice

You can now enter the required downpayment in amount in addition to being able to enter in percentage. To do that, add Required Down Payment Amount and the drop down Enter Down Payment In in the layout, as shown below: 

Recurring Invoice

We strive to always make the app simple and very easy to understand. One of the area where it is somewhat unclear is the Process One Time button in the Recurring Invoice page. So we renamed the button Invoice Now, to indicate its main purpose which is to create an invoice at this very instant instead of waiting for its designated schedule.

Also you can now combine one-time and recurring items in a single invoice. You do this when you want to add a one-time charge to your recurring invoice, such as an installation or setup fee for example. To be able to do this you need to add the field Non-Recurring in the Recurring Invoice Line layout, as shown below: 

Check Non-Recurring for one-time items.