Configure mailing settings for dunning letters for a customer

For more information: Customer classes (AR201000).

Before you start

If you want to make settings for dunning letter mailing for more than one customer, you can do this in the Customer classes (AR201000) window. See: Set up dunning letter mailing for a customer class.

1. In the Customer number Class ID field, select the customer for which you want to configure the mailing.
2. Go to the Mailing settings tab.
3. In the Mailings table, click to add a new role.
4. Select DUNNINGLETTER.
5. In the Email account column, select the e-mail 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 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 .

Related pages

Concepts

• About customer account setup
• About preliminary configuration

Tasks

• Make customer-specific changes
• Delete customer
• Create a customer
• Set customer print and email preferences
• Prepare to use electronic invoices for customers
• Enable write-offs for customer
• Set up e-mail invoices for one customer
• Set up invoice mailing for a customer
• Add a payment method and a bank account to a customer
• Add delivery settings for a customer
• Add general information for a customer
• Add invoicing settings for a customer

Windows

• Customers (AR303000)
• Customer ledger preferences (AR101000)