Client CRM
Scottsdale · True REST
⌕⌘K
Downtown · Midtown · Eastside
ME
Past-Due recovery
3 members need a card update
Auto-dunning runs the smart-retry sequence. Your job: contact the Needs-contact and Grace cases before day 14 / day 30.
Outstanding
$567
3 members
In grace today
1
access suspended
Entering grace ≤7d
2
contact now
Auto-dunning active · last retry sweep 2:14 AM
i
Dunning policy: 3 automated retries (day 1, 3, 7) with smart timing. Grace begins day 14 — access suspended, no late fee if resolved within 7 days of grace start. Lapsed at day 30 triggers non-voluntary cancellation (member keeps benefits ledger for 90 days in case they return).