Make overdue and dunning settings in the Customer ledger preferences
/visma-net-erp/help/customer-ledger/customer-ledger-preferences/make-overdue-and-dunning-settings-in-the-customer-ledger-preferences
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2026-02-19T17:09:06+01:00
# Make overdue and dunning settings in the Customer ledger preferences
## Before you start
[Configure an overdue charge code](/visma-net-erp/help/customer-ledger/manage-credit-policy/overdue-charges/configure-an-overdue-charge-code/)
## Activate processing settings for overdue charges
1. Go to the [Customer ledger preferences (AR101000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-ledger-preferences-ar101000/) window.
1. [Select processing options for overdue charges](/visma-net-erp/help/customer-ledger/customer-ledger-preferences/select-processing-options-for-overdue-charges/).
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](/visma-net-erp/help/customer-ledger/manage-dunning-letters/prepare-dunning-letters-by-customer/).
+ **By document** - The system prepares dunning letters by grouping overdue documents by customer and by document dunning level. See: [Prepare dunning letters by document](/visma-net-erp/help/customer-ledger/manage-dunning-letters/prepare-dunning-letters-by-document/).
> [!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  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 .
## Select mailing settings
1. Go to the [Customer ledger preferences (AR101000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-ledger-preferences-ar101000/) window.
1. Go to the **Mailing settings** tab.
1. In the **Default sources** table, click  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  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)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customers-ar303000/) window on the **Invoicing settings** tab, will be the recipient for the dunning letters.
1. Click .
## What is next?
[Calculate overdue charges](/visma-net-erp/help/customer-ledger/manage-credit-policy/overdue-charges/calculate-overdue-charges/)
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