Canned Automations
Enhance your accounts receivable efficiency with Chargebee Receivables' comprehensive library of expertly crafted dunning email templates, also called Canned Automations. Designed to streamline communication with customers who are overdue on payments, these templates empower you to recover outstanding debts more quickly and with minimal effort.
Key Benefits
The following are the key benefits of using the canned automation templates:
- Accelerate Cash Flow: By reducing Days Sales Outstanding (DSO), these automation templates help you speed up the collection process, ensuring that you get paid faster and maintain healthy cash flow.
- Boost Efficiency: Save valuable time and resources by automating routine follow-up emails, allowing your team to focus on more critical tasks without compromising the consistency or quality of communication.
- Consistent Professionalism: These dunning email templates are carefully tailored to reflect a professional tone, ensuring that your brand voice is maintained across every customer interaction. This fosters trust and credibility, even when addressing sensitive financial matters.
- Enhance Customer Relationships: Timely and clear payment reminders contribute to a smoother payment process, reducing confusion and helping customers meet their obligations more easily. This can improve customer satisfaction, even in situations involving overdue payments.
By leveraging Chargebee Receivables' dunning templates, you will not only improve your collection rates, but also create a more streamlined, customer-friendly process for managing outstanding balances.
Types of Canned Automations
Chargebee Receivables offers canned automation options for customers with:
- Auto Collect On Dunning: Designed for customers who have the Auto Collection feature turned ON.
- Auto Collect Off Dunning: Designed for customers who have the Auto Collection feature turned OFF.
Click here to learn about selecting, editing, and using a canned automation template.
Auto Collect On Dunning
The following options are available as canned automation for customers with the Auto Collect feature ON:
| Automation | Description |
|---|---|
| Notification of Payment Error | Notify customers of payment issues or a failed payment and provide clear, step-by-step instructions to resolve the issue. |
| Notification of Retry Attempt | Inform your customers about an upcoming retry attempt for their failed payment. |
| Notification: Retry Attempts Exhausted | Notify your customers when all payment retry attempts have been exhausted and provide alternative payment options. |
| Expired Card Intimation | Send a detailed email to notify your customers about their expired cards, prompting them to update their payment details (card information) to avoid any service interruptions. |
| Notification: No Primary Payment Method | Alert your customers who have not set up a primary payment method, encouraging them to do so. |
| Notification: No Backup Payment Method | Notify your customers who have not added a backup payment method, suggesting that they add one for seamless continuation of services in case of any issue with the primary payment method. |
| Due Date Reminder Series | Send a series of reminders with variation in the number of days after the payment due date has passed. Selecting this option will create seven draft automations, which you can review and customize as needed:
|
Auto Collect Off Dunning
The following options are available as canned automation for customers with the Auto Collection feature OFF:
| Automation | Description |
|---|---|
| Daily Reminder for Promise to Pay | Send a daily reminder to your customers, encouraging them to fulfill their payment promises. |
| First Reminder on Due Date | Send a reminder to your customers on the due date, providing them with an update on their payment status. |
| Weekly Payment Reminder for Outstanding Invoices | Send a reminder to your customers urging them to settle their outstanding invoices weekly on any specific day set according to your preference. |
| Monthly Account Statement | Ensure consistent and timely communication by sending monthly account statements to your customers on the first day of each month, maintaining a fixed delivery schedule. |
| Monthly Payment Reminder for Overdue Invoices | Send reminders to your customers to pay any outstanding invoices on the first date of each month, ensuring a consistent payment schedule. The frequency of these reminders can also be customized to meet your specific needs. |
| Due Date Reminder Series | Remind your customers as various payment due dates approach, ensuring timely payments. Selecting this option will create seven draft automations, which you can review and customize as needed:
|
Click here to learn about selecting, editing, and using a canned automation template.
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