Make settings in the Customer classes window

Before you start

Add a text for dunning letters and reminders

Activate overdue charges and write offs for a customer class

1. Go to the Customer classes (AR201000) window.
2. Select a Class ID.
3. Go to the General information tab.
4. In the Default financial and payment settings section, select the Apply overdue charges check box.
5. Select the Enable write-offs check box.
6. In the Write-off limit field, enter the amount limit.
7. Go to General ledger accounts tab.
8. Enter the accounts and the subaccounts for write-offs.
9. Click .

Select dunning letter/reminder texts

1. Go to the Customer classes (AR201000) window.
2. Select a Class ID.
3. Click the Report text settings tab.
4. Click in the Report text settings.
5. In the Notification ID column, select Dunning letter.
6. If this is the first line you are adding, the Level column displays the number 1 automatically.
7. In the Report text code column, select the reminder text that you created in the previous process step.
8. Click .
9. Optional: Repeat the procedure to add more than one reminder/dunning letter level. In step 5, remember to change the number 1 to the next unused number for dunning letters.

What is next?

Configure an overdue charge code

Related pages

Concepts

• About customer classes

Tasks

• Copy one customer class to a new one
• Use a template to create a new customer class
• Create a customer class
• Create a customer class template
• Edit or delete customer classes
• Set a customer class as default
• Set up dunning letter mailing for a customer class
• Set up invoice mailing for a customer class
• Send invoices by email
• Set customer class print and email preferences
• Set up a dunning letter mailing
• Enable or disable write-offs
• Set up mass processing of mailings
• Track customer prepayments

Windows

• Customer classes (AR201000)