Manual dunning

Dunning refers to the process of communicating with customers to remind them of overdue invoices and attempt to recover the outstanding amounts.

Overdue balance payment

When a customer has some invoices past their due date, their overdue balance becomes positive, and you have the ability to request its payment manually.

Premium feature ✨

This feature is only available to users with a premium license. Please contact us to get access access to Lago Cloud and Lago Self-Hosted Premium.

Dashboard

In the customer view, a “request payment” link appears within the overdue balance warning.

Request payment for the overdue balance

By clicking on it, a panel opens so you can:

• Review the invoices included in the overdue balance,
• Review the email which will be sent in case the payment fails, or if no payment provider is linked
• Confirm you want to request the payment.

Preview the overdue balance payment request

In the customer view, a “request payment” link appears within the overdue balance warning.

Request payment for the overdue balance

By clicking on it, a panel opens so you can:

• Review the invoices included in the overdue balance,
• Review the email which will be sent in case the payment fails, or if no payment provider is linked
• Confirm you want to request the payment.

Preview the overdue balance payment request

You can create a payment request for the overdue balance from the API, targeting the invoices you want to be paid.

Create a payment request

LAGO_URL="https://api.getlago.com"
API_KEY="__YOUR_API_KEY__"

curl --location --request POST "$LAGO_URL/api/v1/payment_requests/" \
--header "Authorization: Bearer $API_KEY" \
--header 'Content-Type: application/json' \
--data-raw '{
  {
  "payment_request": {
    "lago_invoice_ids": ["4064eff9-e7a6-4692-a289-15d7d5da9b83", "b1f36d2f-8ea6-4192-9407-8e87ba5c28c2"],
    "external_customer_id": "5eb02857-a71e-4ea2-bcf9-57d3a41bc6ba",
    "email": "[e-mail]"
  }
}'

Dunning behaviour

Customer connected to a PSP

1. Automatic payment attempt: Lago will initiate a payment intent for the specified amount via the connected PSP.
2. Failed payment: If the payment fails, an email will be sent to the customer with a payment request and a URL to complete the payment (excluding GoCardless).
3. Successful payment: Upon success, the attached invoices will automatically reflect a “succeeded” payment status.

1. Automatic payment attempt: Lago will initiate a payment intent for the specified amount via the connected PSP.
2. Failed payment: If the payment fails, an email will be sent to the customer with a payment request and a URL to complete the payment (excluding GoCardless).
3. Successful payment: Upon success, the attached invoices will automatically reflect a “succeeded” payment status.

1. Payment request email: An email will be sent to the customer requesting payment for the overdue balance.
2. Manual update: Once the payment is received, you must manually update the payment status of the relevant invoices

Assistant

Responses are generated using AI and may contain mistakes.