Customizing the Sample Dunning Template Files

The Dunning Letters SuiteApp provides three samples of dunning letter PDF templates in increasing levels of urgency. Use the content of the sample templates as a basis for creating new templates by copying the content from the sample files to your custom templates. Consolidated sample templates are located in the following file cabinet folder: SuiteBundles > Bundle 392827 > Templates > Consolidated.

Template Name	Subject
Level 1 Default Template - English	First Notice - Overdue Payments
Level 2 Default Template - English	Second Notice - Overdue Payments
Level 3 Default Template - English	Third Notice - Overdue Payments

Template Name

Subject

Level 1 Default Template - English

First Notice - Overdue Payments

Level 2 Default Template - English

Second Notice - Overdue Payments

Level 3 Default Template - English

Third Notice - Overdue Payments

Important:

The templates included in the SuiteApp are samples intended to help you create custom templates. Copy the content of the sample template into a new file that you can customize. Creating templates requires knowledge of XML and FreeMarker.

In the sample templates provided by the Dunning Letters SuiteApp, be aware of the following:

In customer level dunning, the sample letter template shows the following:
- The customer's total overdue amount
  
  Note:
  The overdue balance is sourced from the Overdue Balance field of the customer record, and is shown in the customer's primary currency.
- A list of the customer's posting invoices that are overdue, and that don't have due dates, regardless of whether the invoices have dunning procedures assigned.
  
  Note:
  You can customize your template to modify what shows in the list. See Customizing the List of Invoices in the Dunning Template File.
In invoice level dunning, the sample letter template shows the following:
- The customer's total overdue amount
  
  Note:
  The overdue balance is sourced from the Overdue Balance field, and is shown in the customer's primary currency.
- Only one invoice in the list
In invoice group level dunning, the sample letter template shows the following:
- The customer's total overdue amount
  
  Note:
  The overdue balance is sourced from the Overdue Balance field, and is shown in the customer's primary currency.
- List of invoices that are part of the invoice group

Note:

Customer dunning is used to evaluate all invoices of the customer. Invoice dunning is used for evaluating a specific invoice. Invoice group dunning is used to evaluate invoices that are part of an invoice group. See Understanding Customer Level Dunning, Invoice Level Dunning and Invoice Group Level Dunning.

Before creating custom templates, be sure to read Best Practices for Creating and Using Dunning Templates.

Use NetSuite email templates for dunning letters that will be sent by email. See Creating Dunning Letter Email Templates.

Use FreeMarker templates for dunning PDF letters. See Creating Dunning Letter PDF Templates.

To show NetSuite fields on a dunning letter template, a predefined transaction search is already provided. See Including Fields from the Transaction Saved Search in Dunning Templates.

To create dunning letter templates, read the following topic: Customizing the List of Invoices in the Dunning Template File.

Related Topics