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How do I define a dunning type?

Overview

The dunning type determines the point when a dunning run starts and how many levels it goes through.

Steps

  1. Open “Dunning Type” from the menu.
  2. Add a new dunning type.
  3. Give the dunning type a Name.
  4. Select a Dunning Trigger, e.g. Default Payment Term.

Add Dunning Levels

Important: For a dunning type to be effective, it needs at least one level!

  1. Go to the record tab “Level” at the bottom of the page and click . A new window opens up.
  2. Give the level a Name.
  3. Enter a Print Text which will later appear on the dunning letter.
  4. Enter the number of Days after due date of an invoice until the dunning procedure is initiated.
  5. Enter the number of Days between dunning.
  6. Click “Done” to close the window and add the dunning level to the list.

    Note: Repeat steps 1 to 6 in order to add further dunning levels.

Next Steps

Example


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