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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