Subscription dunning process flow template

How to use this template

1. Set your retry schedule

   Check which retries your payment provider runs automatically, then align your emails with them. Customers should hear from you before each retry, not after it fails again.

2. Decide access during the grace period

   Choose what customers can use while past due, and for how long. Full access with a banner keeps goodwill; restricting too early can turn a card problem into a cancellation.

3. Plan the way back

   Show how a downgraded customer can reactivate and what happens to their data. A simple path back recovers accounts that only lapsed because a card expired.