Overview
Create dunning policies and cases that the scheduled dunning worker advances through collection stages.
Prerequisites
Permissions required
Steps (4)
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1
Create the policy
Define DunningPolicies for stage, retry, escalation, and collection behavior.
Tips
Validation
Success criteria
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2
Create or associate the case
Create the DunningCase against the appropriate billing or collection context.
Tips
Validation
Success criteria
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3
Review scheduled action state
Confirm next-attempt, stage, balance, recovery, escalation, and communication-request information.
Tips
Validation
Success criteria
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4
Monitor dunning events
Use dunning views, PayStreamEvents, communication requests, and job state to follow collection progress.
Tips
Validation
Success criteria
About this guide
PayStream is the financial operations core for a Velaxe workspace. Manage billing profiles, collection orders, invoices, payment links, checkout sessions, subscriptions, usage, instalments, payment intents, manual payments, allocations, refunds, disputes, settlements, payouts, dunning, bank statements, reconciliation, provider connections, accounting and tax synchronization, finance events, and audit records from one application.
PayStream also acts as a finance capability provider for connected applications. Its canonical runtime exposes 111 semantic finance operations with operation, resource, and delegation authorization; ContextResolver exposes finance entities, relationships, timelines, actions, presentation, permissions, and change subscriptions; Bridge v2 supports governed external clients; and durable event records plus manifest-owned workers keep operational finance workflows observable.