Dunning Management in Bold Subscriptions

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When a credit card transaction fails in Bold Subscriptions, you have a few different options to help manage these situations.

You're able to customize your dunning process to help reduce the number of subscription cancellations you receive due to failed transactions.

To set your dunning management settings in Subscriptions, please follow these steps:

You are able to set how many times a subscription payment gets retried after it has failed due to a credit card failure.

This is done to give you the opportunity to collect a payment and create the order. You can set it to be any amount between 1 and 8.

To set the maximum number of retries, please follow these steps:

  1. From Shopify's admin, select Apps.

    Apps

  2. Select Recurring Orders & Subscriptions by Bold.

    Recurring Orders

  3. Selects Settings, then General.

    Settings/General

  4. Scroll down to "Failed transaction handling". Set the Total number of retries.

    Set total number of retries

  5. Select Save.

    Save

By default, Bold Subscriptions will cancel a subscription once the subscription hits the maximum number of retries you've set.

You can change it to pause the subscription instead, which will resume the subscription once the customer edits their payment information.

To change this setting in Subscriptions, please follow these steps:

  1. From Shopify's admin, select Apps.

    Apps

  2. Select Recurring Orders & Subscriptions by Bold.

    Recurring Orders

  3. Selects Settings, then General.

    Settings/General

  4. Scroll down to "Failed transaction handling". Select either Cancel or Pause subscription.

    Note: If you choose to pause the subscription after it reaches the maximum number of retries, the order will resume after the customer has edited their credit card. Alternatively, you can resume the subscription in the admin.

    Select Cancel or Pause

  5. Select Save.

    Save

Bold Subscriptions allows you to set the time in-between retries for your customers' credit cards after they fail.

This gives your customers a chance to update their credit card information, without risking the subscription being cancelled.

To set the number of days in between retries, please follow these steps:

  1. From Shopify's admin, select Apps.

    Apps

  2. Select Recurring Orders & Subscriptions by Bold.

    Recurring Orders

  3. Selects Settings, then General.

    Settings/General

  4. Scroll down to "Failed transaction handling". Select Specify number of days between each retry and set the number of days.

    Note: The number of days chosen is the number of days between retries. This doesn't include the order date.

    Number of Retries

  5. Select Save.

    Save

Next Steps:

Now that you have set your dunning process, you can also set up your cancellation management in Bold Subscriptions to give your customers different options to keep their subscription.

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