Make settings in the Customer classes window

Add a text for dunning letters and reminders

1. Go to the Customer classes (AR201000) window.
2. Select a Class ID.
3. Go to the General information tab.
4. In the Default financial and payment settings section, select the Apply overdue charges check box.
5. Select the Enable write-offs check box.
6. In the Write-off limit field, enter the amount limit.
7. Go to General ledger accounts tab.
8. Enter the accounts and the subaccounts for write-offs.
9. Click .

1. Go to the Customer classes (AR201000) window.
2. Select a Class ID.
3. Click the Report text settings tab.
4. Click in the Report text settings.
5. In the Notification ID column, select Dunning letter.
6. If this is the first line you are adding, the Level column displays the number 1 automatically.
   
7. In the Report text code column, select the reminder text that you created in the previous process step.
8. Click .
9. Optional: Repeat the procedure to add more than one reminder/dunning letter level. In step 5, remember to change the number 1 to the next unused number for dunning letters.
   

Configure an overdue charge code