How do I define a dunning type?
The dunning type determines the point when a dunning run starts and how many levels it goes through.
- Open “Dunning Type” from the menu.
- Add a new dunning type.
- Give the dunning type a Name.
- 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!
- Go to the record tab “Level” at the bottom of the page and click . A new window opens up.
- Give the level a Name.
- Enter a Print Text which will later appear on the dunning letter.
- Enter the number of Days after due date of an invoice until the dunning procedure is initiated.
- Enter the number of Days between dunning.
- 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.
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