Send dunning notices

Send dunning notices to customers to notify them of their overdue balances. You can still edit AR sales invoices that have been included in a dunning notice.

Filter for overdue AR sales invoices

1. Go to Accounts Receivable > All tab > Print or email, then select Add (circle) next to Dunning notices.
2. Enter the sender information as needed.
3. Select whether to use today's date or a date that you choose.

   If you choose Select date, choose the date in the As of date field below.

4. Select whether to filter for AR sales invoices by the Invoice date or Due date.

   Select the due date for more accurate AR sales invoice aging results.

5. Select a Dunning level from the dropdown list.

   The dunning level defines the overdue amount and days overdue ranges to filter for specific AR sales invoices.

6. Optionally, you can also filter by a customer range, customer type, or customer group.
7. The Printed document template and Email template formats are populated based on the defaults defined in the selected dunning level.

   You can override the defaults here.

8. Select Attach AR sales invoices to dunning notices to include copies of the overdue AR sales invoices.

   The AR sales invoice that Sage Intacct attaches to a dunning notice depends on whether you have previously printed or emailed the customer AR sales invoice in Accounts Receivable or Order Entry.

   • If you previously printed the AR sales invoice, Intacct attaches a copy of the AR sales invoice that you already generated.
   • If you have not yet printed or emailed an AR sales invoice, Intacct generates the AR sales invoice using the current template defined in your configuration, then attaches it to the dunning notice.

9. Select Apply filters.

Print or email dunning notices

1. Select Print or Email or both for each customer that you want to send a dunning notice to.

2. Enter any additional email addresses here.

3. Select Print or email.

   • Printed notices appear as a PDF download, which you can print and mail.

   • Emailed notices are sent. You can later check the Email delivery log to see if any sent emails encounter errors.

Results: After you send dunning notices, you can view sent notices from the customer's record. See view sent notices for more information.