In the dunning run all overdue invoices are checked for their dunning status. Depending on the configured deadlines a reminder is created for the defaulters. The process is started with clicking the button .

In the appearing window the user can select which dunning levels should be included. The reminders can be printed directly or the user can first check the related invoices by clicking the button “Show”.

 

Start dunning run

 

For printing or email sending the reminders 2 options are available:

1. Print / send reminders as individual documents or
2. Print / send combined reminders

For both types the templates can be freely defined (in the global program settings and text template administration).

For option “individual documents” a single reminder document is printed for each overdue invoice.

 

Preview of individual reminder

 

For the option “Combined reminder” only one reminder is created for each customer. The combined reminder contains a list of all overdue invoices of that customer.

 

Preview combined reminder

 

The date when the reminder was created is stored in the invoice so it can be used for calculating the next date for next dunning run.

 

Dunning status of an invoice

 

 

Single invoices could be excluded from the dunning run by clicking the checkbox “Remove project from dunning run” in the payment section of the project details.

 

Dunning parameters of an invoice