# Chargebee Site Configuration > **Source**: [Chargebee](https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration) > >

Set up your Chargebee site with ease: set up currencies, billing, taxes, branding, and emails to launch faster.

## Browse Collection 1. [Configure Organisation Address & Time Zone](https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/NNTipOcOUDw-configure-organisation-address-time-zone.md) (Video) 2. [Configure Currencies for Billing](https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/nCECzwahjrA-configure-currencies-for-billing.md) (Video) 3. [Configure Billing Frequencies for Subscriptions](https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/o1GAPxiwynw-configure-billing-frequencies-for-subscriptions.md) (Video) 4. [Configure Brand Styles](https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/Cm6nAo9iXRs-configure-brand-styles.md) (Video) 5. [Configure Invoices and Credit Notes](https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/M1C4Ru2jiYo-configure-invoices-and-credit-notes.md) (Video) 6. [Configure Language Settings](https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/K4L4vRdHsJk-configure-language-settings.md) (Video) 7. [Configure Dunning Rules & Email Notifications](https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications.md) (Video) 8. [Customize Your Master Email Template](https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/fR2Zadv3eXA-customize-your-master-email-template.md) (Video) 9. [Exploring Time Machine for Scenario Testing ](https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/L2M0fAEfIBY-exploring-time-machine-for-scenario-testing.md) (Video) 10. [How to Create Custom Fields in Chargebee?](https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/uYCz1jAUDy8-how-to-create-custom-fields-in-chargebee.md) (Video) 11. [Transfer Configurations between Sites](https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/XBlDiyhNtvI-transfer-configurations-between-sites.md) (Video) --- # VIDEO: Configure Dunning Rules & Email Notifications ## METADATA - id: zDssgAIfsbXjwbXWKiQacw - type: video - source: Chargebee - content_url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications - collection_url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration ## TRANSCRIPT - time: 00:00 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=0 text: In this video, let's see how to configure Dunning rules and emails in Chargebee. To access the Dunning settings, - time: 00:06 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=6 text: go to settings, configure Chargebee, and navigate down to Dunning for online and offline payments. - time: 00:12 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=12 text: The first option here is dunning for cards. - time: 00:16 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=16 text: First, enable Dunning and choose the Dunning period. Dunning period is the period in which Chargebee will retry the payment - time: 00:22 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=22 text: collection. - time: 00:27 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=27 text: Then choose the Dunning retry mode. - time: 00:30 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=30 text: There are two kinds of Dunning retry modes, smart mode versus custom retry mode. - time: 00:36 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=36 text: The difference between smart mode and custom mode is that smart retry works like an autopilot. - time: 00:42 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=42 text: It automatically chooses the best time to retry a failed payment based on the past transactions. - time: 00:48 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=48 text: Custom Dunning gives you full control. - time: 00:51 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=51 text: That is you decide when to retry and how often. - time: 00:54 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=54 text: When you choose custom Dunning, it will then ask you to choose the retry frequency. You can choose up to a maximum of - time: 01:01 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=61 text: five retry frequencies. - time: 01:03 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=63 text: Then you decide what happens at the end of the Dunning period to the subscription. - time: 01:07 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=67 text: If the invoice is still unpaid, at the end of the 10-day Dunning period that you configured here. If the invoice is still - time: 01:13 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=73 text: unpaid, you can choose to cancel the subscriptions or retain them as active, similarly, when the dunning period ends and - time: 01:20 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=80 text: if the invoice is still unpaid, what happens to the invoices? - time: 01:24 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=84 text: You have four options. Mark them as not paid, void the invoice, - time: 01:28 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=88 text: write off the invoice, and reverse the invoice. - time: 01:32 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=92 text: You also have the option to enable Dunning for future and trial subscription and also Dunning for one-time invoices. - time: 01:39 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=99 text: Now click apply, - time: 01:41 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=101 text: review the changes, and click confirm. - time: 01:44 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=104 text: Next, you have Dunning for direct debit payments. - time: 01:48 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=108 text: You can activate Dunning for direct debit payments, and you can choose the Dunning period here. The key difference between Dunning for - time: 01:54 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=114 text: card payments and direct debit is that card transactions provide instant results enabling you to set precise - time: 02:00 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=120 text: retry timings. - time: 02:02 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=122 text: However, - time: 02:03 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=123 text: direct debit outcomes are dependent on bank processing. - time: 02:06 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=126 text: This prevents fixed retry intervals. - time: 02:09 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=129 text: Instead, - time: 02:10 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=130 text: You can only set the overall Dunning period and the number of attempts allowed within this period. - time: 02:16 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=136 text: Then you choose the final Dunning action with respect to the subscriptions and also the invoices. - time: 02:23 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=143 text: And similarly, you can activate Dunning for future and trial subscription - time: 02:27 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=147 text: and for one time invoices. - time: 02:30 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=150 text: Click on apply. - time: 02:31 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=151 text: Click confirm to save changes. - time: 02:34 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=154 text: Next, we come to Dunning for offline payments. Chargebee needs to handle invoices and subscriptions for customers who pay - time: 02:40 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=160 text: offline - time: 02:41 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=161 text: outside of Chargebee when their invoices are due. You can choose the Dunning period within which you can expect the payment for the - time: 02:47 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=167 text: invoice. - time: 02:49 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=169 text: If the invoice is not marked as paid in Chargebee within this Dunning period, you can choose the final Dunning action - time: 02:55 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=175 text: for subscriptions and invoices. Please note. Payment of the invoices does not depend on charge b. - time: 03:01 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=181 text: If you activate offline Dunning, ensure that the invoices are marked as paid in Chargebee accordingly. - time: 03:07 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=187 text: Next, let's see how to configure emails for Dunning. - time: 03:11 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=191 text: Under the Dunning for cards section, go to the enable now option against the email notifications. And you can enable the - time: 03:17 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=197 text: Dunning and follow-up emails from here. - time: 03:20 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=200 text: We recommend that you configure different Dunning emails for cards and direct debit to avoid spamming. - time: 03:26 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=206 text: This can be done using the segmentation feature. - time: 03:29 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=209 text: You can simply switch on this toggle to enable the emails, and the emails will be triggered accordingly after the number of days - time: 03:35 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=215 text: given here to change the number of days after which the dunning email should be sent. You can click on edit, and you can edit the - time: 03:41 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=221 text: number of days and publish the email. - time: 03:45 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=225 text: We recommend that for credit cards, the frequency of the email matches the frequency of the retry attempt. - time: 03:52 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=232 text: Similarly, - time: 03:52 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=232 text: you can also configure Dunning emails for one-time invoices if that is enabled. Let us now configure Dunning emails - time: 03:58 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=238 text: for offline payments. - time: 04:00 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=240 text: So you click on configure emails at the top and scroll down to the Dunning for offline payments email. - time: 04:08 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=248 text: Similarly, you can configure the emails here as done in the previous section. - time: 04:12 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications?start_time=252 text: Thank you for watching. ## SUMMARY # How to Configure Dunning Rules and Emails in Chargebee In this guide, we will walk you through the steps to configure Dunning rules and emails in Chargebee. Follow the steps below to ensure a smooth setup process. ## Accessing Dunning Settings 1. Go to **Settings**. 2. Select **Configure Chargebee**. 3. Navigate to **Dunning for Online and Offline Payments**. ## Dunning for Cards 1. Enable Dunning and choose the Dunning period. This is the time frame in which Chargebee will retry payment collection. 2. Select the Dunning retry mode: - **Smart Mode:** Automatically chooses the best time to retry a failed payment based on past transactions. - **Custom Retry Mode:** Allows you to decide when and how often to retry. 3. If using Custom Dunning, choose up to 5 retry frequencies. 4. Decide the action at the end of the Dunning period if the invoice remains unpaid: - Cancel the subscriptions or retain them as active. - For invoices, choose to mark as not paid, void, write off, or reverse. 5. Enable Dunning for future, trial subscriptions, and one-time invoices. 6. Click **Apply** , review the changes, and click **Confirm**. ## Dunning for Direct Debit Payments 1. Activate Dunning for direct debit payments and choose the Dunning period. 2. Understand the key difference: Card transactions provide instant results, while direct debit depends on bank processing. 3. Set the overall Dunning period and the number of attempts allowed. 4. Choose the final Dunning action for subscriptions and invoices. 5. Enable Dunning for future, trial subscriptions, and one-time invoices. 6. Click **Apply** and **Confirm** to save changes. ## Dunning for Offline Payments 1. Handle invoices and subscriptions for customers paying offline. 2. Choose the Dunning period for expected payment. 3. Select the final Dunning action for subscriptions and invoices if not marked as paid within the period. 4. Ensure offline payments are marked as paid in Chargebee. ## Configuring Dunning Emails ### For Cards 1. Under the Dunning for Cards section, enable email notifications. 2. Configure different Dunning emails for cards and direct debit using the Segmentation feature. 3. Enable the emails, which will be triggered after the specified number of days. 4. Edit the number of days for sending Dunning emails to match the retry attempt frequency. 5. Configure Dunning emails for one-time invoices if enabled. ### For Offline Payments 1. Click on **Configure Emails** at the top. 2. Scroll down to the Dunning for Offline Payments email section. 3. Configure the emails similarly to the previous section. Thank you for watching.