Dunning options

Dunning options are used to define how the automatic and manual dunning is carried out, whether it is by email, by letter or by batch.

The setup of dunning options can be accessed from General setup > Sales > Dunning options.

This setup screen has several tabs: one tab for the ***** company and other tabs for each of the companies set up in Akuiteo. By default, the setup is done for the ***** company. To have a specific setup for a company, click on the company's tab then on in the top-right of the screen. Click on to disable this specific setup.

To set up dunning options, fill in the following fields:

Field Description
Sender's email address Fill in the sender's email address for the dunning email.
Postpone expected payment date for dunned due date

Fill in the number of days to postpone the expected payment date.

The expected payment date is determined by adding up the dunning date and the number of days set up in this field.

Only use original documents When this box is checked, the PDF marked as original is added as an attachment if an invoice is dunned. If there is no original PDF, no attachment is added.
Report for invoice's duplicate

Important

Report templates with additional parameters cannot be used.

Select the report template from the help list. This template will be used to generate a duplicate of the dunned invoices.

If the field is left empty or if the Only use original documents option is checked, no duplicates will be added to the dunning.

Dun creditor-type customers

When this box is checked, all invoices can be dunned even if the customer is a creditor.

When this box is not checked, an invoice can only be dunned if the customer is a debtor.

Minimum amount to dun an invoice

Fill in the minimum amount to be able to dun an invoice.

Example

If you fill in 10,00, invoices that amount to 10 dollars or less cannot be dunned.

Group dunning letters

Select a method to group dunning letters:

  • Billed customer
  • Billing site
Keep dunning last level When this box is checked, an invoice will be dunned using the last dunning level set up in Akuiteo as long as the invoice is not paid or is not excluded from the dunning.