With Billsby you can automate the whole of your dunning process, so you never have to reach out to customers whose payments have failed, or reattempt transactions manually - we'll do all of this for you.

However, you may not want to have this process automated. You may want to keep track of exactly who is paying and who isn't, so you can reach out personally and make decisions on how to handle it on a case by case basis. This could be true, for example, if you have a business with a very high invoice value and personal relationships with each customer. In this case, it's useful to be able to get a full overview of all of the unpaid customer invoices on your account, and this is easy to do within the Billsby app.

To view all of your unpaid invoices in one place, navigate to Invoices and credit notes > Invoices and then click on the filter icon next to the status column to find Unpaid. This will give you a list of all unpaid invoices.

For any of the invoices you'd like to write off, simply view the invoice and click Update status in the top left corner. You can read more about writing off invoice here.

Another way to keep track of failed payments on your customers accounts is to set yourself as a BCC email for our dunning emails. To opt in to receive a copy of the declined and failed payments emails, navigate to Settings > Configuration > Dunning and failed payments. Here you can choose which copy of the emails you would like to receive. Just click on the Customize email button that can be found for each payment attempt.

In the bottom right of the page you'll see the Configure BCC settings section, where you can select Send to company alert email and Update BCC settings. For this work, you'll need to make sure you've set up your company alert email.