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Adding Dunning Rules

Last Updated: Aug 19, 2020
  1. Under the Dunning Rules heading on the left click the (emoji) icon

  2. Under the Add Dunning Rule heading on the right specify a Name, if the rule is Active and if desired a Minimum Overdue Amount value

  3. To Add Levels click the + Add button on the Levels tab

  4. The Add Level pop-up will appear, populate the fields as desired

    • Event: used in combination with the 'Days' field to indicate when the action should be triggered

      • Prior Due Date: trigger the action X days before the invoice due date

      • On Due Date: trigger the action if the invoice due date has been reached

      • Post Due Date: trigger the action X days after the invoice due date has been reached

    • Days: enter the number of days before or after the invoice due date that you want the action to trigger on. Days is not selectable if you choose the 'On Due Date' setting

    • Action: the action you want to occur when the level is applied. Stock actions are listed below

      • Apply Late Fee (Fixed): this option allows you to define fixed amount, currency specific late fees for any currencies configured on the owner. A Penalty Service will need to be selected in order to associate the fee to a service and determine how the charge is applied (e.g. the service selected can be configured as tax exempted if required). The penalty service name can also be reflected on invoices, web portals, reports, etc. depending on your configuration

      • Apply Late Fee (Percent): this option allows you to define percentage based, currency specific late fees for any currencies configured on the owner. The percentage fee specified will be applied against the invoice balance amount (e.g. 1.5%). A Penalty Service will need to be selected in order to associate the fee to a service and determine how the charge is applied (e.g. the service selected can be configured as tax exempted if required). The penalty service name can also be reflected on invoices, web portals, reports, etc. depending on your configuration

      • Send Notification: this option will email the account billing contact when the level is executed. An 'Email Template' field will appear when selecting this option, allowing you to choose a preconfigured email message to be sent (e.g. payment overdue 1st notice, payment overdue final notice, etc.)

      • Change Account Status: this option permits you to switch an account's status when the specified level is executed. A 'Status' field will appear when this option is selected allowing you to choose from the list of account statuses you have setup (e.g. suspended, disabled, etc.). To configure or view account statuses see status types. Account statuses with a back-end status of 'Canceled' will not appear in this list as 'Canceled' status accounts cannot be reactivated

  5. Click Add to add the Level to the dunning rule

  6. Click Save to create the new dunning rule when you have finished adding levels