Summary
The Dunning process in accounting allows you to manage open invoices that have not been paid after the payment term has expired.
In the accounting section, you will find the “Reminders” area. All open invoices created via order management that remain unpaid after the payment term are displayed here.
Steps to Manage Dunning Process
- Select the customer whose invoices you want to manage.
- Set a dunning blocker using the slider. This prevents the customer from receiving reminders, which is useful for important customers you may not want to remind.
- Select or deselect overdue invoices individually if a customer has multiple overdue invoices.
- Confirm the dispatch of reminders to proceed with sending them.
KLARA generates the letters automatically based on templates stored under “Company -> print layout, standard texts, numbering.” These templates can be customized to fit your needs.
Reminder Levels
KLARA has three reminder levels:
- Payment reminder
- 1st reminder
- 2nd reminder
After the 2nd reminder, you can continue sending reminders via KLARA, but the text will remain unchanged. The subject for subsequent reminders will be labeled as “2nd reminder,” regardless of how many reminders have been sent previously.
Once the receipt of payment is reconciled with the open item (debtor) through bank reconciliation, the invoice will no longer appear under “Reminders.”