Add dunning levels

Add dunning levels to define the levels of notices that your company sends during the collection process.

After a level is used to send notices, you cannot edit or delete the level.

You can use naming conventions to establish levels for different customer types, company entities, and amount owed ranges.

You can define dunning levels as follows for multiple AR sales invoice amount ranges:

Level Min to Max days overdue Min to Max AR sales invoice amount
Level 1: Standard amt. 31 - 60 R100 - R10,000
Level 1: High amt. 31 - 60 R10,001 - R1,000,000
Level 2: Standard amt. 61 - 90 R100 - R10,000
Level 2: High amt. 61 - 90 R10,001 - R1,000,000
Level 3: Standard amt. 91 - 120 R100 - R10,000
Level 3: High amt. 91 - 120 R10,001 - R1,000,000
Subscription Accounts Receivable
Regional availability

All regions
Permissions Dunning levels: List, View, Add
Prerequisites Turn on dunning notices.
  1. Go to Accounts Receivable > Setup tab > More, then select Add (circle) next to Dunning levels.
  2. Enter a name for the dunning level.
  3. Select a Transaction currency.
  4. Select a Printed document template default for the level.

    Optionally, you can also select an Email template default for the level. This template is used when the email option is selected when you print or email notices.

  5. Select a Notice sequencing option for how notices will be numbered.
  6. Enter a range for Minimum days overdue to Maximum days overdue.

    For example, you can enter 31 to 60. If you do not want a minimum or maximum value, you can leave one or both fields empty.

  7. Enter a range for Minimum AR sales invoice amount to Maximum AR sales invoice amount.

    For example, you can enter 100-10,000. If you do not want a minimum or maximum value, you can leave one or both fields empty.

  8. Select Save.

Repeat the steps above for each dunning level that you want to define.