Understanding Customer Level Dunning, Invoice Level Dunning and Invoice Group Level Dunning
To set up your automated dunning process, you must create dunning procedures and assign them to customers, invoices or 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 if you want to send a dunning letter to customers for invoices that are grouped.
Before you set up your accounts to use the Dunning Letters SuiteApp, read the following topics to understand the differences between customer level dunning and invoice level dunning:
Related Topics
- Dunning Overview
- Understanding Customer Level Dunning, Invoice Level Dunning and Invoice Group Level Dunning
- Understanding Dunning Terminology
- Dunning Limitations and Best Practices
- Enabling Dunning
- Prerequisites for Dunning
- Dunning Setup Tasks
- Dunning Roles
- Dunning Permissions and Access
- Edit Permissions for the Dunning Subtab on Customer, Invoice Records and Invoice Group Records
- Customizing Roles to Use the Dunning Features
- Using the Dunning Tab
- Scheduling the Dunning Evaluation Workflow
- Configuring Subsidiaries for Dunning
- Setting Up Dunning Procedures
- Understanding Dunning Letter Templates
- Managing Dunning