Invoice Group Level Dunning

Although customer level dunning is the recommended standard way to use the Dunning Letters SuiteApp, some companies need the ability to dun invoices that are part of Invoice Groups.

Invoice Group level dunning is used when invoices are added to a group using the Invoice Groups feature.

In invoice group level dunning, you're sending dunning letters to customers for invoices that are grouped.

You can setup dunning processes for invoice groups on the Invoice Group page.

To understand the differences between customer level dunning and invoice level dunning, see Differences between Customer Dunning, Invoice Dunning and Invoice Group Dunning.

To set up invoice group level dunning:

Create a customer dunning procedure:
1. Create a new dunning procedure record. See Creating Dunning Procedures.
2. In the Applies To field, select Customer.
3. The Allow Override box doesn't impact Invoice Group level dunning.
  
  Note:
  Customer dunning will still proceed even if the Allow Override box is checked. See Differences between Customer Dunning, Invoice Dunning and Invoice Group Dunning.
4. Complete the required fields.
5. Save the dunning procedure record.
Assign the dunning procedure to the customer:
1. Edit or create a new customer record.
2. On the Procedure Setup subtab under the Dunning subtab, select the customer dunning procedure. See Assigning a Dunning Procedure to a Customer.
3. Assign at least one dunning recipient. See Defining Dunning Letter Recipients.
4. Select the method of sending dunning letters to this customer (printing or email, or both). See Specifying Dunning Delivery Methods.
5. Assign the appropriate dunning manager for the customer. See Assigning Dunning Managers.
6. Complete the required fields.
7. Save the customer record.
Create an invoice group dunning procedure:
1. Create a new dunning procedure record. See Creating Dunning Procedures.
2. In the Applies To field, select Invoice Group.
3. Complete the required fields.
4. Save the dunning procedure.
Assign the invoice group dunning procedure to the customer's invoice groups that you want to dun:
1. Edit an invoice group record.
2. Under the Summary section, select the invoice group dunning procedure from the Dunning Procedure field. See Assigning a Dunning Procedure to an Invoice.
3. Save the invoice group record.
  
  Important:
  The Allow Override box doesn't impact the Invoice Group Level Dunning. The system performs the dunning evaluation for an invoice group for the customer dunning procedure assigned on the customer record.

To set up invoice group level dunning:

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