Dunning – Close – Manual Batches

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Dunning – Close – Manual Batches

Closing a dunning batch, finalises the batch and ‘locks it down’.

To close an open dunning batch, from the dunning dashboard.

  • Select the region
  • Click on ‘Close open batch’
  • A Dunning batch job is created to close the dunning While the batch job is running, the dunning batch is marked as ‘Processing’.
  • Once the batch job is finished, the dunning batch is marked as ‘Closed’.

Before closing a dunning batch, you need to ensure that the ‘Pending’ dunning records are reviewed and they are either Approved or Voided.

When you close the batch

  • Any ‘Pending’ dunning records will automatically be voided
  • The to-dos are created
  • The open items are ‘tagged’ with their new dunning level

 

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