Dunning letter history by customer (AR408000)

This topic gives you information about the elements that you find in this window in Visma Net, such as fields, field values, buttons, and check boxes.

By using this window, you can view the history of produced dunning letters for the selected customer account.
For more information on producing dunning letters, see: Manage dunning letters - overview.

This window is available only if the Dunning letter management functionality is enabled in the Enable/disable functionalities (CS100000) window.

In the top part, select a customer and date range to view the history of dunning letters for this customer.

Element Description
Customer The customer account, by its ID.

Start date

The start date in the date range for which you want to display the history of dunning letters.

End date

The end date in the date range for which to display the history of dunning letters.

This table contains the list of dunning letters that were generated for the customer during the date range specified in the top part.

Button Description
View dunning letter Opens the Dunning letters (AR306000) window, where you can view the list of documents included in the letter.
Column Description
Branch The branch for which you want to display data. Only displayed if you are using multiple branches.
Customer The customer account associated with the dunning letter, by its ID.

Customer name

The customer name.

Dunning letter level

The level of the dunning letter.
Status The status of the dunning letter, which can be one of the following:
  • Draft:
    This status indicates that the dunning letter has been prepared and can be released.
    You can edit the list of customer documents included in the letter.
  • Released:
    This status indicates that the dunning letter is released and can be printed or voided.
    If a dunning fee amount was specified for the level of this letter on the Dunning settings tab of the Customer ledger preferences (AR101000) window, the invoice for the dunning fee is created and released as well.
  • Voided:
    This status indicates that the dunning letter is voided and that the customer documents listed in this letter are available for preparing a new letter with the Draft status.

Overdue balance

The total overdue amount owed by the customer.

Dunning letter date

The creation date of the dunning letter.

Number of documents

The number of documents listed in the letter.

Related concepts

About dunning process setup

About dunning process by customer

About dunning process by document

Manage dunning letters - overview

Related tasks

Set up the dunning process

Set up a dunning letter mailing

Related windows

Dunning letters (AR306000)