Sending Dunning Letters Automatically
To send dunning letters automatically by email to customers, make sure that the following conditions exist:
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On the customer record, invoice record, the Allow Letters to be Emailed box is checked.
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On the invoice group record, the Allow Dunning Letters to be Emailed box is checked.
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On the dunning procedure record, the Sending Schedule field is set to Automatic.
Note:Make sure you check the Allow Individual Invoice Level Dunning box to send individual email notifications for grouped invoices.
When the dunning evaluation workflow runs, the system evaluates the transactions using the dunning evaluation rules that you defined, and sends dunning letters by email automatically for transactions found in the dunning evaluation results.
Letters will not be sent when:
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Dunning is paused
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The minimum dunning interval is not met
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There is no change in the dunning level during dunning evaluation
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Individual email notifications are disabled for invoices that are grouped
Note:The individual notifications will be disabled for grouped invoices only in accounts that have the Invoice Grouping feature and invoice level dunning enabled.