---
title: "About dunning process setup"
description: "Visma Net provides you with capabilities that ease the process of producing dunning letters."
lang: en
languages:
en: https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-dunning-letters/about-dunning-process-setup/index.md
lastmod: 2026-02-19
---
> Documentation index: https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-dunning-letters/llms.txt
# About dunning process setup
Last modified February 19, 2026
> Visma Net provides you with capabilities that ease the process of producing dunning letters.
Visma Net provides you with capabilities that ease the process of producing dunning letters.
For
all customers, the dunning process checks customers' due documents and gives you the ability
to prepare and send reminder letters of different levels of severity.
To start producing dunning letters, you define the process settings that suit your company (one-time setup) and then you run the process when needed. As a result of executing the process, you have prepared dunning letters that can be emailed to customers or printed to be sent by postal mail.
In this topic, you will read about the dunning process options offered by Visma Net and the general steps of setting up the process.
## Dunning process options
In Visma Net, you can select how the system prepares dunning letters: by grouping overdue documents by customer account (the **By customer** option) or by grouping overdue documents by customer and by the dunning level of a document ( **By document** ). You select the appropriate option in the **Dunning process** field on the **Dunning settings** tab of 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. By default, the **By customer** option is set. If you want more manual control over the process, you can select the **By document** option.
The dunning process workflow and the rules of generating dunning letters depend on the selected option.
We recommend that you make the **Dunning process** selection when you
begin implementing the process and keep that setting.
You can switch from **By customer**
to **By document**, but switching from **By document** to **By customer**is not
recommended.
You can use the following windows to view the history of dunning letters that have been produced:
+ [Dunning letter history by customer (AR408000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/dunning-letter-history-by-customer-ar408000/index.md): Shows the history of dunning letters that have been produced for the selected customer account
+ [Dunning letter history by document (AR408500)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/dunning-letter-history-by-document-ar408500/index.md): Displays the history of dunning letters that have been produced for documents of the selected customer account
## Dunning level of a document
In Visma Net, a dunning level is associated with a particular document (invoice or note).
The system assigns a dunning level to a document that is equal to the level
of the last dunning letter that included this document.
If the document has not been
included in a dunning letter yet, the system sets 0 dunning level for the document.
You can view the current dunning level of a document in the **Dunning information** section on the **Financial details** tab of the [Sales invoices (AR301000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-invoices-ar301000/index.md) window. Also, in this section, you can view the date of the last released dunning letter that included this document.
## Exclusion from the dunning process
You can exclude a customer account from the dunning process, regardless of the dunning
process option selected.
To do this for a customer, you should clear both the
**Send dunning letters by email** and **Print dunning letters** check boxes in the **Print and email settings**
section on the **Invoicing settings** tab of the [Customers (AR303000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/customers-ar303000/index.md) window.
If you prepare dunning letters by document (that is, if the **By document** option is selected in the **Dunning process** field), you can exclude a particular document from the dunning process by selecting the **Revoked** check box that appears in the **Dunning Info** section of a document (the Sales invoices window). For instance, suppose that the dunning level of a particular document is 1, and it is time to prepare dunning letters; however, the customer has notified you that the invoice is settled, but due to bank holidays, the payment is late. By selecting the **Revoked** check box for the document, you can exclude this invoice from the dunning process to avoid negatively affecting your company's relations with this customer.
> [!NOTE]
> If you prepare dunning letters by customer, a particular document cannot be excluded from the dunning process.
## Dunning fee collection
You may want to charge your customers for the expenses your company incurs while sending
dunning letters.
On the **Dunning settings** tab of 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, you can specify the amount of the dunning fee for each level. You specify dedicated
non-stock item that provides a sales account and a subaccount (if applicable) to register
the collected fee, and a tax category.
> [!NOTE]
> Make sure that a correct account and a subaccount (if applicable) are specified for the non-stock item in the **Sales account** and **Sales sub.** fields on the **General ledger accounts** tab of the [Non-stock items (IN202000)](https://docs.vismasoftware.no/visma-net-erp/help/inventory/inventory-windows/non-stock-items-in202000/index.md) window.
When a dunning letter of a particular level is released, the system generates an invoice for customer with the fee amount specified for the level. This invoice is created with the **Balanced** status. You can adjust the fee amount, if needed, and then release the invoice in the [Sales invoices (AR301000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-invoices-ar301000/index.md) window.
> [!NOTE]
> If the dunning fee amount is set to zero, no invoice is generated.
If you will not need to adjust any dunning fee invoices, you can configure the automatic release of the dunning fee invoices when a corresponding dunning letters are released. To do this, select the **Automatically release dunning fee documents** check box on the **Dunning settings** tab of 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.
> [!NOTE]
> The amount of the dunning fee is converted to the customer's currency if the **Enable currency override** check box is cleared in the [Customers (AR303000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/customers-ar303000/index.md) window.
## Appearance and content of dunning letters
In Visma Net the [Dunning letter (AR661000) report](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-reports/dunning-letter-ar661000/index.md) is used to generate a printed
version of a dunning letter.
You can control the look and feel of this report in addition to
the reporting functions. You can use the default look and feel of the report, or customise
the report by using the Report
Designer. You can provide settings specifying who will receive the report-based email and which
format should be used, as well as possibly a specific template to be used as the email body
(for email personalisation).
By using the report window, you can print a dunning letter by using the **Print** action on the report toolbar or email it by using the **Send** action. By default, the system generates an email based on the **DunningLetterNotification** notification template, which you can edit by using the [Notification templates (SM204003)](https://docs.vismasoftware.no/visma-net-erp/help/email/email-windows/notification-templates-sm204003/index.md) window.
If you want to print or email multiple letters at once, you can use the [Print/release dunning letters (AR522000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/print-release-dunning-letters-ar522000/index.md) mass-processing window. The mass-emailing process requires the mailing with the **DUNNINGLETTER** identifier to be configured for the customer accounts that you plan to notify.
## Dunning process configuration
You need to perform the following steps to set up the dunning process:
1. **Dunning process setup**: You can configure the process of generating and sending dunning letters on the **Dunning settings** tab of 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. You can specify the settings for the levels, the dunning fee details, and the sending criteria for each letter in the sequence. Also, you can define the number of days you offer a customer to settle the due document.
1. **Report modification**: If the default design of the [Dunning letter (AR661000) report](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-reports/dunning-letter-ar661000/index.md) window report does not suit you, you can modify it by using the Report Designer.
1. **Mailing configuration**: If you plan to send dunning letter by email, you need to configure the **DUNNINGLETTER** mailing for a customer class or a customer. If you want to send an email attachment with the details of due documents, select the [Dunning letter (AR661000) report](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-reports/dunning-letter-ar661000/index.md) to generate it.
When you have finished setting up the process, you may proceed to preparing and sending dunning letters.
Related pages
Concepts
Tasks
Windows
---
[View this page](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-dunning-letters/about-dunning-process-setup/)