Getting started
In Settings > Invoices, ensure you have enabled Orb to send invoice emails, and retry failed payments.
Collections
Essential dunning
Orb provides essential dunning capabilities help you recover revenue from failed payments and overdue invoices in an automated way to scale your collections efforts.
If auto collection is enabled and the invoice cannot be collected for the configured payment method, Orb will automatically retry the charge after 1, 4, and 9 days from the initial payment attempt. If the final attempt does not succeed, Orb sends a payment failure email notice.
Orb also retries payments intelligently when they’re most likely to succeed. If the linked customer at the payment gateway does not have a payment method set, Orb will not attempt to create a dunning schedule. However, any time a payment method is initially set, or updated upon exhaustion of a previous dunning schedule, Orb will create a new dunning schedule and immediately try to collect on the invoice.