Dunning overview

Dunning is the process of communicating with customers to collect overdue balances. These communications generally progress from gentle reminders to stronger prompting to remit payment as customer accounts become more overdue.

How to set up dunning

Use dunning levels to establish your company's collection process. The dunning level defines the range for days and AR sales invoice amount overdue and acts as a filter when you go to print or email dunning notices.

For example, you can have dunning levels set up like the following:

Level	Min to Max days overdue	Min to Max AR sales invoice amount
Level 1	31 - 60	R1,000 - R5,000
Level 2	61 - 90	R1,000 - R5,000
Level 3	91 - 120	R1,000 - R5,000

You can assign different printed document templates for each level. This option allows you to use different language based on how overdue the customer is or how much they owe.

How to send dunning notices

When you send dunning notices, select the dunning level to filter for customers that have overdue AR sales invoices based on the level's defined ranges. For example, you can send dunning notices to all customers that have AR sales invoices between 31 - 60 days overdue for between R1,000 - R5,000.

After you send dunning notices, you can view the number of notices sent to a customer, AR sales invoices included in the dunning notice, and other relevant information.