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Velaxe
PayStream — Payments, Invoices, Subscriptions & Refunds | Velaxe

PayStream

Recover failed renewals with dunning playbooks

Configure smart retries, channel steps, and success metrics.

22 min Intermediate RevOps, Support Ops Updated Sep 19, 2025
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Overview

Configure smart retries, channel steps, and success metrics.

Prerequisites

None.

Permissions required

dunning:write flows:write

Steps (3)

Estimated: 22 min
  1. 1

    Choose a template

    RevOps 5 min Back to top

    Billing → Dunning → **New** → Pick “Standard 14d” or create custom.

    Tips

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    Validation

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    Success criteria

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  2. 2

    Configure retries & channels

    Support Ops 9 min Back to top

    Set retry cadence, then add email/SMS/WhatsApp steps via PulseGate.

    Tips

    —

    Validation

    —

    Success criteria

    —

  3. 3

    Measure recovery

    RevOps 8 min Back to top

    Open Analytics → Dunning Recovery to track recovered MRR and step performance.

    Tips

    —

    Validation

    —

    Success criteria

    —

About this guide

PayStream unifies payments for your workspace. Create invoices or subscriptions, accept global methods (cards, wallets, bank pay), and automate dunning with email/SMS links. Providers are pluggable, so you can route by region or fail over without rewriting flows. Agents issue refunds and send secure payment links from Agent Desk; receipts and PDFs are stored in SecureStore, and every event hits your FlowForge automations and Chronicle timeline.

Security-first design: tokenized instruments, least-privilege keys, signed webhooks with idempotency, and exportable audit logs. Finance and CX teams get shared metrics in InsightLake—auth rates, recovery, refunds, and MRR/ARR.