Add failed payments to dunning contacts in CRM
Add failed payments to dunning contacts in CRM
Invoice payment failures aren't tracked centrally, leaving billing staff without a prioritized collections list. This flags contacts and sets dunning status so billing can start outreach same day.
Overview
Undetected card declines create collection backlogs and interrupt cash flow. This workflow surfaces failed payments as flagged CRM contacts so billing can prioritize outreach and start recovery same day, ahead of the next billing run.