Set up dunning letter mailing in the Customer ledger preferences

1. Go to the Customer ledger preferences (AR101000) window.
2. Go to the Mailing settings tab.
3. In the Default sources table, click to add a new row.
4. Select DUNNINGLETTER.
5. In the Default email account column, select the email account you want to use as your sender address.
6. In the Report column, select the report you want to use to generate the dunning letter document, which will be sent as an attachment.
7. In the Notification template column, select the DunningLetterNotification template, which will be the template for the body of the email.
8. In the Format column, select the attachment format. If the format you specify here is different from a contact’s format preferences, the system will use the contact’s preferences.
9. Select the Active check box for the mailing.
10. In the Default recipients table, click to add a new row.
11. In the Contact type column, select Invoicing. In the Customers (AR303000) window on the Invoicing settings tab, you can see the name of the dunning letter recipient in the Attention field.
12. Click .

You can also configure dunning letter mailing for: One customer, see: Set up dunning letter mailing for a customer. Customer classes, see: Set up dunning letter mailing for a customer class.

Related pages

Concepts

• About Customer ledger preferences

Tasks

• Change the setting for automatic posting on release
• Set up invoice mailing in the Customer ledger preferences
• Select processing options for overdue charges
• Make overdue and dunning settings in the Customer ledger preferences
• Apply line discount to Item price or Extended item price
• Add a payment message prefix
• Set up a dunning letter mailing
• Set up the dunning process
• Configure commissions
• Set up document amount rounding

Windows

• Customer ledger preferences (AR101000)