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How do I perform a dunning run?

Requirements

  1. Set up dunning.
  2. Have an invoice which is due.

Steps

  1. Open “Dunning Candidates” from the menu.
  2. Start the action “Create/Update Dunning Candidates”. An overlay window opens up.
  3. Click “Start” to update the candidates and close the overlay window.
  4. Hit F5 to refresh the dunning candidates window and see the updated candidates.
  5. Select the dunning candidates you want to dun.

    Note: You can process several candidates at once.

  6. Start the action “Process Dunning Candidates”. An overlay window opens up.

    Note: You can also start this action directly from the respective dunning candidate’s entry.

  7. Click “Start” to process the candidates and close the overlay window.

Note 1:
You will find the created dunning documents under “Dunning” in the menu. You can also jump directly to the respective dunning letter from the dunning candidate’s entry via the related documents.
Note 2:
To view the dunning letter, simply open the dunning document and start the action “Mahnbrief (Jasper)”.
Note 3:
You will find the PDFs of the created dunning documents under “Outbound Documents” in the menu.

Example


Zur Quelldatei auf github.com