User Guide

Apply filters

Narrow down the invoice list by customer, subsidiary, dunning level, etc.

→ Tip: The subsidiary filter is mandatory. Only subsidiaries with an active dunning setup are available for selection.

Select invoices

Use checkboxes to choose all or individual invoices for the next dunning step.

Start the dunning run

Start the dunning run using this menu path:

Dunning > Tools > Dunning Runs > click to start the run. 

Based on your configuration, the system will:

• assign the next dunning level

• generate the dunning letter (PDF)

• send emails, if enabled

• update invoice fields automatically (e.g. title, deadline, penalties)

Track results

When you click on the results in this list, you can see the following:

• processing status

• printed/email versions

• errors (if any)

• links to each letter

Summary: 

Thanks to automation, smart templates, and visibility through the dashboard, users can manage the dunning process confidently – without needing technical expertise.

4. Collective Dunning (Optional) 

Collective Dunning allows you to group multiple overdue invoices for a single customer into one combined reminder instead of sending individual reminders per invoice.

This is especially useful if a customer receives many invoices within a short period of time. Instead of sending multiple dunning letters, you can create one consolidated communication — reducing effort and improving clarity for both you and the customer.

How it works

Instead of selecting invoices individually, Collective Dunning groups all relevant open items per customer and generates one single dunning document.
Each invoice is listed within the document, including its individual dunning level and amount.

When to use Collective Dunning

Collective Dunning is typically used when:

• customers receive a high volume of invoices

• you want to avoid sending multiple reminders at the same time

• dunning is handled periodically (e.g. once per month instead of daily)

Unlike standard dunning, which creates one reminder per invoice, Collective Dunning generates a single reminder per customer, combining multiple invoices into one document.

Summary: Collective Dunning offers a flexible way to manage high volumes of invoices by consolidating them into a single reminder per customer. It can be used at any time without additional setup and complements the standard dunning process depending on your workflow.

5. Using the Statement Console 

The Statement Console allows you to generate and send account statements to customers, giving them a complete overview of their current open balances.

Unlike dunning letters, statements are not limited to overdue invoices. They include all open transactions — even those that are not yet due — and provide a transparent view of the overall account status.

How it works

The Statement Console creates a document that lists all open invoices for a customer in a structured format, similar to an account statement.
Statements can either be sent independently through the Statement Console or attached automatically to dunning emails as part of the dunning process.

Statements can either be sent independently through the Statement Console or attached automatically to dunning emails as part of the dunning process.

When to use the Statement Console

Statements are typically used when:

• you want to provide customers with a full overview of their outstanding balances

• you want to remind customers of upcoming payments before they become overdue

• you want to support dunning communication with additional context

Unlike dunning, which focuses on overdue invoices and follows defined escalation levels, statements provide a complete overview of all open transactions — regardless of their due date.

Summary: The Statement functionality complements the dunning process by providing customers with additional transparency regarding their open balances. Statements can be sent independently or included as part of dunning communication.