---
title: "Make overdue and dunning settings in the Customer ledger preferences"
description: "Note We recommend that you keep the default option, which is By document. You can switch from By customer to By document, but the other way around is not recommend."
lang: en
languages:
  en: https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-preferences/make-overdue-and-dunning-settings-in-the-customer-ledger-preferences/index.md
lastmod: 2026-02-23
---

> Documentation index: https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-preferences/llms.txt


# Make overdue and dunning settings in the Customer ledger preferences

Last modified February 23, 2026

> Note We recommend that you keep the default option, which is By document. You can switch from By customer to By document, but the other way around is not recommend.


## Before you start

[Configure an overdue charge code](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-credit-policy/overdue-charges/configure-an-overdue-charge-code/index.md)

## Activate processing settings for overdue charges

1. Go to the [Customer ledger preferences (AR101000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-ledger-preferences-ar101000/index.md) window.
1. [Select processing options for overdue charges](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-preferences/select-processing-options-for-overdue-charges/index.md).
1. Click the **Dunning settings** tab.
1. In the **Dunning process** field, select one of these options:

    + **By customer** - The system prepares reminders by grouping overdue documents by customer account. If you select this option, the system selects the **Automatically release dunning letters** check box, and sets it to read-only. See: [Prepare dunning letters by customer](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-dunning-letters/prepare-dunning-letters-by-customer/index.md).
    + **By document** - The system prepares dunning letters by grouping overdue documents by customer and by document dunning level. See: [Prepare dunning letters by document](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-dunning-letters/prepare-dunning-letters-by-document/index.md).

> [!NOTE]
> We recommend that you keep the default option, which is **By document**. You can switch from **By customer** to **By document**, but the other way around is not recommend.

1. Click ![icon-add](https://docs.vismasoftware.no/media/visma-net-erp/icon-add.png) to add a new line in the table. The system adds a new dunning letter level and suggests a value to use for days past due and days to settle. You can change these values.
1. In the **Days past due** field, select how many days after the payment is due that you want to send out the first dunning letter.
1. In the **Description** field, enter a free text to describe what kind of reminder this is.
1. In the **Dunning fee** field, enter the fee for this dunning letter level.
1. In the **Report text code** field, select one oft he available values.
1. Click ![icon-save](https://docs.vismasoftware.no/media/visma-net-erp/icon-save.png).

## Select mailing settings

1. Go to the [Customer ledger preferences (AR101000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-ledger-preferences-ar101000/index.md) window.
1. Go to the **Mailing settings** tab.
1. In the **Default sources** table, click ![icon-add](https://docs.vismasoftware.no/media/visma-net-erp/icon-add.png) and select **DUNNINGLETTER** on the new row.
1. In the **Default email account** column, select the email account from which the letters will be sent.
1. In the **Report** column, select the report to be used for generating the dunning letter document, which will be sent as an attachment.
1. In the **Notification template** column, select the **DunningLetterNotification** template, which will be used to compose the body of the email.
1. In the **Format** column, select the attachment format.

    > [!NOTE]
    > If the format specified in this mailing does not match the format preferences of a contact, the attachment will be sent in the format preferred by the contact.
1. Select the **Active** check box for the mailing.
1. In the **Default recipients** table, click ![icon-add](https://docs.vismasoftware.no/media/visma-net-erp/icon-add.png) to add a new row.
1. In the **Contact type** column, select **Invoicing**.

    > [!NOTE]
    > The person that is displayed in the **Attention** field, in the [Customers (AR303000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/customers-ar303000/index.md) window on the **Invoicing settings** tab, will be the recipient for the dunning letters.
1. Click ![icon-save](https://docs.vismasoftware.no/media/visma-net-erp/icon-save.png).

## What is next?

[Calculate overdue charges](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-credit-policy/overdue-charges/calculate-overdue-charges/index.md)

<h2>Related pages</h2><h3>Concepts</h3>
<ul><li><a href="/visma-net-erp/help/customer-ledger/customer-ledger-preferences/about-customer-ledger-preferences/index.md">About Customer ledger preferences</a></li>
</ul><h3>Tasks</h3>
<ul><li><a href="/visma-net-erp/help/customer-ledger/customer-ledger-preferences/change-the-setting-for-automatic-posting-on-release/index.md">Change the setting for automatic posting on release</a></li><li><a href="/visma-net-erp/help/customer-ledger/customer-ledger-preferences/set-up-dunning-letter-mailing-in-the-customer-ledger-preferences/index.md">Set up dunning letter mailing in the Customer ledger preferences</a></li><li><a href="/visma-net-erp/help/customer-ledger/customer-ledger-preferences/set-up-invoice-mailing-in-the-customer-ledger-preferences/index.md">Set up invoice mailing in the Customer ledger preferences</a></li><li><a href="/visma-net-erp/help/customer-ledger/customer-ledger-preferences/select-processing-options-for-overdue-charges/index.md">Select processing options for overdue charges</a></li><li><a href="/visma-net-erp/help/customer-ledger/customer-ledger-preferences/apply-line-discount-to-item-price-or-extended-item-price/index.md">Apply line discount to Item price or Extended item price</a></li><li><a href="/visma-net-erp/help/customer-ledger/customer-ledger-preferences/add-a-payment-message-prefix/index.md">Add a payment message prefix</a></li><li><a href="/visma-net-erp/help/customer-ledger/manage-dunning-letters/set-up-a-dunning-letter-mailing/index.md">Set up a dunning letter mailing</a></li><li><a href="/visma-net-erp/help/customer-ledger/manage-dunning-letters/set-up-the-dunning-process/index.md">Set up the dunning process</a></li><li><a href="/visma-net-erp/help/customer-ledger/manage-commissions/configure-commissions/index.md">Configure commissions</a></li><li><a href="/visma-net-erp/help/customer-ledger/process-invoices/set-up-document-amount-rounding/index.md">Set up document amount rounding</a></li>
</ul><h3>Windows</h3>
<ul><li><a href="/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-ledger-preferences-ar101000/index.md">Customer ledger preferences (AR101000)</a></li>
</ul>


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