Dunning letter history by document (AR408500)

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 documents of 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 you specify a customer, date range, and range of the dunning letter levels to view the history of the documents.

Element Description
Customer The customer account, by its identifier.

Start date

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

End date

The end date in the date range for which you want to display the history of the documents.
Element Description
From The starting level in the range of dunning letter levels for which you want to display the history of documents.
To The ending level in the range of dunning letter levels for which you want to display the history of documents.

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

Button Description
View dunning letter Opens the Dunning letters (AR306000), where you can view the list of documents included in the letter.
Column Description
Customer The customer account, by its identifier.
Type The type of the document.

Invoice no.

The reference number of the document. You can click the link to view document details.

Document balance

The balance of the document.

Due date

The due date of the document.

Dunning level

The dunning level of the document.

Dunning letter status

The status of the dunning letter, which can be one of the following:
  • Draft:
    The dunning letter has been prepared and can be released. You can edit the list of customer documents included in the letter.
  • Released:
    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:
    The dunning letter is voided and the customer documents listed in this letter are available for preparing a new letter with the Draft status.

Dunning letter date

The creation date of the dunning 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)