Field descriptions: Print or email dunning notices

The following tables list each field on the Print or email dunning notices page and the Dunning notices list.

Print or email dunning notices

Sender information

Sender information field descriptions
Field Description
Sender email address

The address that appears in the From line of the email.

This field defaults to your user profile information. You can update the contact settings in the Accounts Receivable configuration to set default sender information for all users, regardless of who sends the email.
Sender name

The sender contact name included with the email.

This field defaults to your user profile information. You can update the contact settings in the Accounts Receivable configuration to set default sender information for all users, regardless of who sends the email.
Sender phone number

The sender contact phone number.

This field defaults to your user profile information. You can update the contact settings in the Accounts Receivable configuration to set default sender information for all users, regardless of who sends the email.

Filters: Time period

Time period filters field descriptions
Field Description
Report as of Filter for AR sales invoices using today's date (default), or a date that you select. For example, you can filter for overdue AR sales invoices as of the previous week. Select the date in the field below.
As of date When you choose Select date in the Report as of field, select the date here.
Based on

The AR sales invoice date to filter by: either AR sales invoice date or Due date.

Use Due date to get accurate aging results.
Dunning level Select a dunning level to apply the range defined in the dunning level. See add dunning levels for more information on defining dunning levels.
Deliver to all customer contact email addresses

Send the email to all listed contacts for the customer company. You can override the email addresses that populate in the Email fields below.

Filters: Recipients

Recipients filters field descriptions
Field Description
From customer

The opening customer of a customer range to filter by.
To customer

The closing customer of a customer range to filter by.
Customer type

Filters the list to display only overdue AR sales invoices associated with the selected customer type.
Customer group

Filters the list to display only overdue AR sales invoices associated with the selected customer group.

Filters: Format

Format filters field descriptions
Field Description
Printed document template

Use the dropdown to select a printed document template to use for the printed output (PDFs) for all selected AR sales invoices for this print or email process.

This field populates based on the default printed document template assigned to the dunning level selected. You can override the default template here.

Learn more about printed document templates for dunning notices.
Email template

Use the Email template selection list to select an email template to use for all selected transactions for this email process.

This field populates based on the default email template assigned to the dunning level selected. You can override the default template here.

Learn more about email templates for dunning notices.
Attach AR sales invoices to dunning notice Choose to attach the customer AR sales invoices to the dunning notice for more information about payments due.
Apply filters Select this button to apply filters and load all AR sales invoices that meet the filtering criteria.

Dunning notices to print or email

Dunning notices to print or email field descriptions
Field Description
Print

Selects transaction for print. This option gives you a PDF download of the notice, which you can print and mail.
Email

Selects transaction for email. This option sends the dunning notice to all email addresses that you include in the To, Cc, and Bcc fields.
Customer ID

The customer ID on the overdue AR sales invoices.
Customer name

The name of the customer on the overdue AR sales invoices.
No. AR sales invoices attached

The number of AR sales invoices to be included in the dunning notice.
To (separated by , or ;)

One or more email addresses to which Intacct is to send the dunning notice.
Cc (separated by , or ;)

Carbon copy: One or more email addresses to which Intacct sends the dunning notice.
Bcc (separated by , or ;)

Blind carbon copy: one or more email addresses to which Intacct sends the dunning notice, without notifying the primary recipients.

Dunning notices list

Dunning notices list field descriptions
Field Description
Dunning notice ID

The unique identifier assigned to this dunning notice. This ID uses the notice sequencing that you selected when you set up the Dunning level.
Created

The date and time when the dunning notices were generated.
Dunning level

The dunning level you applied when selecting the invoices. See add dunning levels for more information on defining dunning levels.
Customer ID

The customer ID on the overdue AR sales invoices.
Customer name

The name of the customer on the overdue AR sales invoices.
Amount overdue

The total overdue amount of the AR sales invoices included in the dunning notice, at the time the notice was generated.
No. of AR sales invoices

The number of AR sales invoices included in the dunning notice. Select this number to drilldown to AR sales invoice details.
Delivery method

The delivery option you chose when generating the dunning notices, either Printed or Emailed.