Show TOC

Function documentationDunning Wizard Locate this document in the navigation structure


The dunning wizard enables you to create and send letters to customers that have not paid their debts before a specific due date and to remind them of their overdue payments. It allows you to automatically post service invoices for interest or fees charged with each dunning letter.

In addition, the dunning wizard keeps track of a customer’s "payment behavior" in the database to deliver this important information to appropriate organizations.

The dunning wizard considers the following transactions and documents:

  • Open A/R invoices (including partially paid and partially credited)

  • A/R credit memos

  • Manual journal entries with at least one row posted to a customer

  • Opening and closing balance transactions

  • Incoming payments that are not based on invoices

To access the wizard, choose   Sales – A/R   Dunning Wizard  .