Dunning letter history by customer (AR408000)
By using this window, you can view the history of produced dunning letters for the selected customer account.
This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.
By using this window, you can view the history of produced dunning letters for the selected customer account. For more information on producing dunning letters, see: About managing dunning letters.
This window is available only if the Dunning letter management functionality is enabled in the Enable/disable functionalities (CS100000) window.
The top part
In the top part, select a customer and date range to view the history of dunning letters for this customer.
- Customer
- The customer account, by its ID.
- Start date
- The start date in the date range for which you want to display the history of dunning letters.
- End date
- The end date in the date range for which to display the history of dunning letters.
The table
This table contains the list of dunning letters that were generated for the customer during the date range specified in the top part.
- View dunning letter
- Opens the Dunning letters (AR306000) window, where you can view the list of documents included in the letter.
- Branch
- The branch for which you want to display data. Only displayed if you are using multiple branches.
- Customer
- The customer account associated with the dunning letter, by its ID.
- Customer name
- The customer name.
- Dunning letter level
- The level of the dunning letter.
- Status
The status of the dunning letter, which can be one of the following:
- Draft
- This status indicates that the dunning letter has been prepared and can be released. You can edit the list of customer documents included in the letter.
- Released
- This status indicates that the dunning letter is released and can be printed or voided. If a dunning fee amount was specified for the level of this letter on the Dunning settings tab of the Customer ledger preferences (AR101000) window, the invoice for the dunning fee is created and released as well.
- Voided
- This status indicates that the dunning letter is voided and that the customer documents listed in this letter are available for preparing a new letter with the Draft status.
- Overdue balance
- The total overdue amount owed by the customer.
- Dunning letter date
- The creation date of the dunning letter.
- Number of documents
- The number of documents listed in the letter.
Related pages
Concepts
- About dunning process setup
- About dunning process by customer
- About dunning process by document
- Manage dunning letters - overview