Dashboard overview
Explore our new dashboard feature, offering a clear, consolidated view of Dunning Actions to enhance transparency, streamline workflows, and improve the user experience.
The dashboard view brings all Dunning Actions together in one convenient location, providing a clear picture of your dunning strategy. Here, you can gain valuable insights into the schedule of payment retries, and the settings for each payment method. It is important to note that when we configure your desired payment methods, the default Dunning Actions will be set automatically.
Precisely, the dashboard will provide the data on:
- Payment method
- Billing cycle
- Payment method ID
- Payment gateway
- Number of payment attempts (with a detailed retry schedule)
- Grace period (hours)
- The last update period
Important: Dunning Actions dashboard offers you only the data display which cannot be edited.
If Cleeng serves as a Merchant of Record:
In this case you cannot change any settings manually. It is advised to consult with your Account Manager regarding any potential modifications to the default Dunning Actions.
If Cleeng is not a Merchant of Record:
You can change your Dunning Actions by calling an endpoint.
To access the Dunning Actions dashboard, go to the Admin panel and choose Dunning Actions from the left side Admin menu.
Look for the search and filter options in the upper menu. Use the billing cycles filter to choose your desired billing schedule (weekly, monthly, etc.). This will display the setting applicable to your chosen cycle.
Or choose the payment methods filter to display payment methods set for the specific billing period.
Detailed view
Click on three dots on a chosen payment method to see the details of Dunning Actions. On the slideout menu you will see all the details for selected payment method and billing cycle, and also the detailed payment attempts schedule.
Revenue and Transaction Report
By clicking on the three dots on the right you can also view the Transaction Report or the Revenue dashboard already pre-filtered for a specific payment method. Click on a chosen one in a drop-down menu.