About Customer ledger preferences

You can select how the system will prepare dunning letters through grouping overdue documents by:

• Customer account (the By customer option). This is the default.
• Customer account and the dunning level of a document (the By document option).

When dunning letters are sent, they have a cost. You can specify the amount of this dunning fee for each level.

In the Dunning fee item field you specify a dedicated non-stock item that provides an account and a subaccount to register the collected fee.

When a dunning letter of a particular level is released, the system generates an invoice for the customer with the fee amount specified for that level. This invoice is created with the Balanced status. You can adjust the fee amount, if needed, and then release the invoice in the Invoices window.

If you want the dunning fee documents to be automatically released, select the check box Automatically release dunning fee documents. The documents will never be printed, emailed, or sent to AutoInvoice since the fees are charged on the dunning letter itself.

If the dunning fee amount is set to zero, no invoice is generated.

The dunning fee amount is specified on the Dunning letter report.

You can send a dunning letter to a customer that contains invoices which do not have the same dunning level. The invoices are grouped by dunning level, but the dunning fee is the one of the highest dunning invoice and not the sum of the dunning fees for each level.

Select the Include other unpaid documents check box if you want the system to automatically include documents that are not yet overdue in the list of due documents in a dunning letter.

The option is selected by default.

You can exclude a customer from the dunning process, regardless of which dunning process you have selected. To do this for a customer, deselect both the Send dunning letters by email and Print dunning letters check boxes on the Invoicing settings tab in the Customers window.

If you prepare dunning letters by document, you can exclude a particular document from the dunning process by selecting the check box Exclude from the dunning process in the Dunning info section of the document in the Invoices window.

Visma.net ERP assigns to each document the dunning letter level that is equal to the level of the last dunning letter that included this document.

If the document has not been included in a dunning letter yet, the system sets the dunning level for that document to 0.

You can send to a customer a dunning letter that contains invoices which do not have the same dunning level. The invoices are grouped by dunning level.