Unpaid invoices are grouped into levels so that dunning can be carried out according to how long they have been outstanding. Dunning starts from the due date, whether it's the invoice date OR the payment schedule date.

Dunning parameters

• Choose whether dunning notices are grouped (on the oldest level by default - the payer only receives an email/PDF) or sent for each level of age.
• Select the level (See online help - Dunning settings)
• Display an additional column to filter payers in the preview (e.g. Dunning category: see Dunning settings).
• Start selection

Optional settings

• Display dunning payment deadline on pdf document or email (Add property to document. See Dunning settings. See Dunning settings.(Note: this date is for information purposes only and is not used for calculating overdue amounts).
• Outstanding amount threshold to avoid dunning small amounts
• Limit to certain charges: should only be applied to charges not included in payment schedules. Dunning will be based on the charges and the invoice due date, and will ignore schedules ignore the schedules. Expense selection is relevant for dunning a travel expense, for example, which is managed outside the schedule.
• Additional column to be displayed: it is possible to enter a property on the family/payer and display this field in the dunning notice. This field can be used to perform filters and more easily exclude payers from the dunning notice: e.g. personal, do not dun, etc. - See online help.Dunning settings

Overview of individual dunning notices

• Filter on columns to exclude and/or mark in bulk
• Check/uncheck by level or individually, to resend dunning notices and preview individual dunning notices
• Export to Excel for analysis
• Filter by payer
• Validate or cancel selection

Dunning notification

• Step 1: The notification step generates dunning documents.
• Step 2: Click on an "Email" button to start the sending procedure. The actual sending of the e-mail takes place at a later stage, once all the documents have been created, and you have the option of previewing the e-mails before they go out.

Example of a PDF reminder received by the payer

Email or PDF template

See Online help : Dunning settings

Dunning history

On the payer account

In the Finance / Family or Payer / Unpaid view, the dunning history is visible

From dunning history