Invoice Level Dunning

Although customer level dunning is the recommended standard way to use the Dunning Letters SuiteApp, some companies need the ability to dun an invoice separately.

Invoice level dunning is used when a company wants to treat one or more invoices of a customer according to different rules, or using a different template.

In invoice level dunning, you're sending a dunning letter to a customer for only one particular invoice.

The reasons and criteria for using invoice dunning vary. For example, a company may want to send a dunning letter for an invoice that is above a particular value. Another company may want to use invoice level dunning for a certain service. You may also want to use a different template for invoices closed by a certain sales rep, or for invoices that use certain payment terms.

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 level dunning:

Create an customer dunning procedure:
1. Create a new dunning procedure record. See Creating Dunning Procedures.
2. In the Applies To field, select Customer.
3. Check the Allow Override box to enable the system to use invoice level dunning for those invoices that have a dunning procedure.
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 dunning procedure:
1. Create a new dunning procedure record. See Creating Dunning Procedures.
2. In the Applies To field, select Invoice.
3. Complete the required fields.
4. Save the dunning procedure.
Assign the invoice dunning procedure to the customer's invoices that you want to dun separately:
1. Edit or create a new invoice.
2. On the Procedure Setup subtab under the Dunning subtab, select the invoice dunning procedure. See Assigning a Dunning Procedure to an Invoice.
3. Save the invoice record.
  
  Important:
  To enable the system to perform the dunning evaluation for an invoice, make sure that the customer dunning procedure assigned on the customer record has the Allow Override box checked.

To set up invoice level dunning:

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