Checking suppliers and customers arrears
Important
The dunning levels and options must be set up to be able to dun. For more information, see General setup.

In Akuiteo, you can use your aging schedule to access all customers or suppliers accounts with unpaid invoices.
You can also dun your customers regarding invoices that were not paid according to the due date.
1 | To display the aging schedule, go to Dashboard > Banking > Aged customer / supplier trial balance. |
2 | In the trial balance screen, select the information to display, to hide or to group. |
3 | Press Enter. A results table displays the information about your aging schedule, such as: |
- The customer or supplier account.
- The customer name and code.
- The transactions details (date, reference number, label).
- The number of days between the invoice creation date and the publishing date of the aging schedule (less than 30 days, more than 30 days, more than 60 days, more than 90 days, more than 180 days).
- The amount of each transaction.

It is possible to dun one or multiple customers by email or via a dunning letter.

To be able to dun a customer, you must check the Manually option in the Reminder on unpaid invoices section of the Finances tab. If the option is not checked, go to Edit > Accounting view > Dunning > Enable manual dunning. All the invoices linked to the customer can be dunned.
It is possible to temporarily or permanently exclude an invoice from the dunning process. From the invoice, go to Edit > Dunning and select:
- Block manual dunning to check the Do not dun manually option in the invoice header.
- Temporarily block dunning to check the Do not temporarily dun option in the invoice header.
To disable the dunning block, go to Edit > Dunning > Unblock manual dunning or Stop temporary block of dunning.

Important
This dunning method does not automatically increments dunning levels.
Open a customer record sheet and go to Edit > Accounting view > Arrears tracking.
Under the Arrears tracking tab, you can find the list of the customer's contacts and the list of the unpaid invoices.
Notes
Only the contacts marked as Decision-maker, Main and Financer are displayed in the list.
The email used will be the one indicated in the Identity section or the one under Contact details of the contact at Customer.
If both emails are specified, the one entered under Contact details of the contact at Customer will be taken into account.
Dunning customers
1 | Select the relevant contact(s) or invoice(s). |
2 | Right-click on the list of invoices and select the desired option: |
- Send dunning email to the selected contacts to dun your customer.
- Send dunning email to managers responsible to dun internally, that is to say dun the project managers.
- Send email, with arrears info, relating to the selected invoice to dun internally.
Updating the arrears information
Once the dunning is sent, you must update the arrears information for the tracking. This update can be done separately or all at once.
To update multiple invoices at once, right-click on the lines to update and select Modify the arrears information as a batch.
To update a single invoice, open the invoice line to display its details.
Note
You can set up the due dates statuses. Each time you update the Comments fields, you can get a history.

1 | Go to Management > Sales > Invoices and start a search with the following criteria: |
- Not Paid
- Can be dunned manually
- Under Wordings, Comments, Arrears info, check View arrears info to display due dates and filter on dates.
You get a list of due dates matching your criteria, with the last dunning date, the current dunning level and the missed due dates (in red).
2 | From this search result, right-click on the selected line(s) and click on Dun selected invoices by email. |
The window displays the list of due dates that will be dunned:
- Dunning level: sets the dunning level applied on the due date
- Dunning date: the last dunning date
3 | You can then right-click on one or multiple lines to: |
- Decrement the dunning level
- Increment the dunning level
- Clear the search list
4 | Click on Validate. |
5 | Fill in the following fields in the Dun by email window: |
Field | Description |
---|---|
Employee |
From the help list, select an employee to add to the senders list. You can add as many employees as necessary. The selected employee is automatically added to the table:
|
Enter an email address, then press the Tab key to add it to the senders list. You can add as many email addresses as necessary. The email address is automatically added to the table:
|
6 | Click on: |
- Send to directly send the dunning emails.
- Open Outlook to open the dunning emails from the Outlook interface in order to check each email before sending it.

1 | Go to Management > Sales > Invoices and start a search with the following criteria: |
- Not Paid
- Can be dunned manually
- Under Wordings, Comments, Arrears info, check View arrears info to display due dates and filter on dates.
You get a list of due dates matching your criteria, with the last dunning date, the current dunning level and the missed due dates (in red).
2 | From this search result, right-click on the selected line(s) and click on Generate automatic dunning letters. |
The window displays the list of due dates that will be dunned:
- Dunning level: sets the dunning level applied on the due date
- Dunning date: the last dunning date
3 | You can then right-click on one or multiple lines to: |
- Decrement the dunning level
- Increment the dunning level
- Clear the search list
4 | Select the Extension from the drop-down list, then click on Validate. |
The dunning letters are opened in the selected extension format.


To be able to dun a customer, you must check the Automatically option in the Reminder on unpaid invoices section of the Finances tab. If the option is not checked, go to Edit > Accounting view > Dunning > Activate automatic dunning. All the invoices linked to the customer can be dunned.
It is possible to temporarily or permanently exclude an invoice from the dunning process. From the invoice, go to Edit > Dunning:
- Block automatic dunning to check the Do not dun automatically option in the invoice header.
- Temporarily block dunning to check the Do not temporarily dun option in the invoice header.
To disable the dunning block, go to Edit > Dunning > Unblock automatic dunning or Stop temporary block of dunning.

1 | Go to Tools > Setup > Batches > Batch creation and modification. |
2 | Create a batch and select the RelancesAutomatiques template. |
For more information about batches, please refer to your Akuiteo contact.

For all unpaid due dates on sales invoices, the batch determines the dunning level to apply from the due date (based on the lower and upper bounds that were set up). It will check if the previous level has already been used for the previous dunning.
The recipients:
- The contacts marked as Decision-maker, Main and Financer on the customer record sheet.
- The Cc recipients are the ones defined in the batch setup.
Number of emails received:
- You will get a single email if the customers to be billed AND the recipients AND the CC recipients AND the levels are the same.
- Otherwise, an email will be generated per invoice.
Once the email is sent:
- The dunning level will be updated on the due date.
- The dunning date will be added to the Last reminder field.
- The comment in the due date will be updated as follows: Dunned automatically by mail on DD/MM/YYY.