Dunning – Setup – Account

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Dunning – Setup – Account

The fields are maintained in the account’s dunning setup (refer also to the user guide for more details).

 

Exclude from dunningSet to ‘Yes’ or ‘No’
ProcedureSelect the dunning procedure to use
Dunning groupEnter a dunning group
Auto approvalIf set to “Yes”, dunning records will be automatically approved
To-do typeThis applies to the ‘To-do’ actions.

Set to ‘Account’, or ‘Group’, which sets the type of the To-do items that are created

SMSAllows SMS for the account Specify the SMS to use
EmailAllows Email for the account Specify the email to use
PostAllows Post for the account Specify the postal address to use

 

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