Dunning Strategy
Considerations:
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Deciding on whether to use customer dunning, invoice dunning or invoice group level dunning
The Dunning Letters SuiteApp supports customer level dunning, invoice level dunning and invoice group level dunning.
With customer-level dunning, you can send a dunning letter that includes all overdue invoices for the customer.. Non-overdue invoices are also attached to the dunning letter if they meet any one of the dunning level criteria.
In invoice level dunning, you're sending a dunning letter to a customer for only one particular invoice.
In invoice group level dunning, your'e sending dunning letters to customers for invoices that are part of invoice groups.
Customer level dunning is the recommended standard way to use the Dunning Letters SuiteApp.
Use invoice level dunning only if you want to treat one or more invoices of a customer according to different rules, or using a different template.
Use invoice group level dunning only for invoices that are grouped.
For more information, see Differences between Customer Dunning, Invoice Dunning and Invoice Group Dunning.
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Defining dunning escalation levels (thresholds for overdue amounts and days overdue)
To set up your automated dunning process, you must create dunning procedures and assign them to customers, invoices or invoice groups.
Dunning procedures define the escalation points or dunning levels, and the time that must elapse before a dunning letter is sent to a customer. Dunning levels define the thresholds for overdue amounts and days overdue, as well as the letter templates to use for each level.
For more information, see Adding Dunning Levels to a Dunning Procedure.