Manage billing settings such as when recurring orders are billed, the dunning (charge failure retry) process, and inventory management.

To get started, locate the Billing option under the Tools dropdown within the Stay AI Merchant Portal!

The time of the day payments will be processed and orders will be generated. Subscribers recurring orders will be charged and their orders will be created at this time or shortly after this time (depending on the volume of orders processed).

You are able to set the time and timezone according to what best meets your business needs. It’s recommended that you process close to midnight of your desired timezone so that orders will be present for fulfillment at the beginning of the day.

Here you can set the number of retries and retry interval for failed billing attempts or enable Smart Dunning and let Stay AI handle the heavy lifting.

Additionally, you can set whether or not you want subscriptions to cancel or remain active when the Failed Billing Retry process completes.

When Smart Dunning is enabled, all subscriptions that enter dunning will be dynamically assigned a retry schedule using AI based on the error code.

The time between a failed billing attempt and a subsequent retry. When Smart Dunning is enabled, Stay AI will take care of this value dynamically using AI. Stay AI maintains any previously saved value in case you would like to disable Smart Dunning in the future.

The number of times a failed payment is retried before your selected action takes place. When Smart Dunning is enabled, Stay AI will retry the each failed subscription up to seven times. Stay AI maintains any previously saved value in case you would like to disable Smart Dunning in the future.

This feature is enabled by default. When Enabled, subscriptions that reach the maximum retries from billing failures will be cancelled.

When disabled, subscriptions that have reached the maximum number of retries will remain active instead of being cancelled. These subscriptions and subscribers will display as ACTIVE in analytics.

If you have disabled this feature at any point, you can find ACTIVE subscriptions which are no longer being billed by navigating to the Subscriptions List Page and filtering by Billing Status = Dunning Expired OR by exporting your subscriptions and filtering by the Billing Status.

Removing the Dunning Expired Billing Status can be done by:

This will allow the subscription to be billed by Stay AI automatically again.

If you are using an external dunning solution to attempt additional retries, disabling Cancel Dunned Subscriptions and setting retries to 0 will allow you to fully control the dunning process based on your app's or your own logic. As to whether that solution cancels the subscriptions, that is up to you and your provider.

Recover more subscriptions with Insufficient Funds errors, incentivize customers to update their cards (or reactivate and update their cards) with a Final Retry Discount.

When enabled, Stay AI will apply a discount code before final dunning retry attempt (the seventh retry for smart dunning or the Maximum Number of Retries when smart dunning is disabled). This setting is not compatible with fewer than 2 manual retries.

Please note that this discount code will not exist in Shopify, but will appear as a discount code on subscriptions and orders.

Set up inventory tracking (Shopify)

Out of Stock - The only way a product can be marked as out of stock in Shopify is if Track Quantity is enabled, Continue selling when out of stock is disabled, and the product has an Available Quantity of 0 or a negative integer across all locations.

If Track quantity is disabled or Continue selling when out of stock is enabled, the product will never register as out of stock.

The following settings dictate if Stay AI checks inventory during the billing process and what happens when a product is out of stock on a subscription.

The number of times to retry a subscription billing order that contains one or more out-of-stock-items. After the set number of retries, the order will be deferred to the next billing date.

The first and second failed attempt will trigger the out of Item Out of Stock email (found under Notifications to trigger). If Retry twice is set, a failure on the second will not trigger an out of stock email.

If Check stock levels before billing is enabled and this Partial Fulfillment is enabled, Stay AI will allow in stock items to ship without out-of-stock items for subscriptions with multiple lines if the remaining products meet the In Stock Item Value Threshold.

If the remaining items in the subscription do not meet the In Stock Item Value Threshold, the order defaults to the Retry Out of Stock Orders logic.

The currency for the Minimum Order Value for Out of Stock Partial Shipping will default to the store’s set currency.

If the order is fulfilled after meeting the Minimum Order Value for Out of Stock Partial Shipping threshold, the customer will be sent the Order Partially Fulfilled email notification (Notifications > Emails).

In some cases, the inventory of a product may be in a location that is not in the delivery profile associated with a subscription or inventory may not be in a location which ships to a subscription's address. In these cases, an out of stock error will be sent to these customers.

Additionally, if a subscription receives an Inventory Allocation Error on the initial billing attempt, partial fulfillment will not be attempted.