In this article you will learn: how to configure and schedule a dunning run.
Contents
Fast lane
- Settings / Finance / Dunning run scheduling
- Click on "Schedule dunning run" in the upper right corner.
- Enter the settings for your dunning run.
- Select whether the dunning run should be executed once or on a recurring interval.
What is dunning run scheduling
Dunning run scheduling uses your existing dunning run configuration and lets you run it automatically, once or at intervals you define.
Dunning run scheduling configuration
Dunning run scheduling lets you schedule a dunning run across several locations. The following settings are available:
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Include customers with invalid address
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Include underage customers
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Maximum amount for open claims
Here you can specify whether claims should only be dunned up to a certain maximum value. All claims of a member are collected together; if their total exceeds the maximum amount, the member is not considered in the dunning run. -
Include "pay later" claims
If a member purchased something and selected "pay later" at checkout, the resulting claim is marked as a "pay later" claim. This setting takes effect only if a dunning rule for a payment delay has been defined in your dunning configuration. In that case, the payment delay refers to the due date of the "pay later" claim and is taken into account in the dunning run scheduling as well. -
Create task in case of failure
If this option is enabled, a task is created for the employee you specify if the dunning run cannot be executed. The employee will find the description of the failed dunning run in the Software under Tasks / (my) tasks.
Dunning run scheduling can also automate the communication and finalization of the dunning run.
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Send communication automatically
The communication configured in your dunning system is used to notify the affected members. -
Finalize dunning run automatically
If you want the dunning run to be finalized automatically (no preview), select this setting. The dunning rules are then executed automatically; communication is only sent automatically if Send communication automatically is also enabled. Enabling this setting also unlocks the debt collection configuration below, so a debt collection run can be triggered as part of the same automation.
Once Finalize dunning run automatically is enabled, choose a Debt collection configuration:
- Do nothing: no debt collection run is started.
- Prepare debt collection run: a debt collection run is created with the status "Preview," so you can review it and complete it manually.
- Prepare debt collection run and transfer automatically: the debt collection run is completed automatically and transferred to your debt collection partner.
Scheduling the execution
In the next step you specify whether the dunning run should be executed once or on a recurring interval.
One-time dunning run scheduling
You can schedule the dunning run once: set the date on which the dunning run should be executed with the configuration specified in the previous step.
Recurring dunning run scheduling
For a recurring schedule you define the interval at which the dunning run should be executed.
When selecting the execution date you can choose between a weekly or monthly interval. For months you can select a day of the month, from 1 to 28. For weeks you select the day of the week. The Start date defines from when the schedule should take effect.
Example: to run the dunning run every month at the end of the month, starting in a given month, select "Every 1 month" with the day of month set accordingly and the start date set to that month.