Sending Dunning Notices

Create and review dunning notices, and send them to customers on schedule.

Automatically creating dunning notices based on the criteria you define is a standard part of every Bilendo account. This article explains how to send the dunning notices that Bilendo suggests. To make changes to the configuration, please contact your internal Bilendo contact person.

In general, dunning notices can be sent manually or automatically. You can find the dunning notices that must be sent manually in the 'Manual Sending' section. Likewise, the dunning notices that Bilendo sends automatically without any action on your part are located under 'Automatic Sending'.

You can see which dunning notices are scheduled to be sent and when in the preview for the respective time period.

You can send each dunning notice individually from the dunning preview:

• Automatic Sending
  Dunning notices in the 'Automatic Sending' section are sent by Bilendo at the time shown. No action is required on your part (unless you want to stop them from being sent).

• Manual Sending
  If you want to review or edit a particular dunning notice before sending it, you can do so at any time in the dunning preview:

  

Quick Access to Documents
You can access a preview of which documents are listed on the dunning notice by using the icon in the list view. With this quick access, you don't have to leave the dunning preview, and you can then send the dunning notice using the options menu on the right.

Review or edit a dunning notice

• Find the dunning notice you want in the overview

• Click “Edit”

• Review the details of the dunning notice and adjust them as needed

Send a dunning notice individually

• Find the dunning notice you want in the overview

• Make sure both delivery methods (email and mail) are turned off

• Click the small arrow next to “Edit”

• “Send manually” downloads the dunning notice and marks it as sent

  

Quick preview

Lets you process dunning notices quickly. After you select the dunning notices you want and turn on quick preview, you can view each notice in a kind of slideshow and decide whether to send or skip it.

• Navigate to the desired dunning preview overview

• Select the desired dunning notices

• Above the list view, under “Options,” click “Quick Preview”

• Selected dunning notices can be reviewed in a pop-up window and then either sent, postponed, or skipped

  

Sending Multiple Dunning Notices

• Navigate to the desired dunning preview overview

• Select the dunning notices you want to send

• At the top, under “Options,” click “Send”

• All selected dunning notices are then sent automatically

The dunning preview doesn’t just include functions for sending dunning notices. You can also postpone or archive them. Postponing moves the selected dunning notice to the date you define (more information in the article). Archiving a dunning notice that has already been sent reverses it and, if applicable, creates a new dunning draft from the current data (more information here).