Field descriptions: Dunning levels

Dunning level

The name of the dunning level.

Txn currency

The currency of the dunning level.

Printed doc template

The printed document template default assigned to the dunning level.

Email template default

The email template default assigned to the dunning level.

Notice sequencing

The notice sequencing option assigned to the dunning level.

Min days overdue

The minimum days overdue amount. This field is the lower value for the days overdue range of the dunning level.

Max days overdue

The maximum days overdue amount. This field is the higher value for the days overdue range of the dunning level.

Min amount

The minimum invoice amount. This field is the lower value for the invoice amount overdue range of the dunning level.

Max amount

The maximum invoice amount. This field is the higher value for the invoice amount overdue range of the dunning level.

Level name

Enter a name for the dunning level.

Transaction currency

Select the currency to be used with this dunning level.

Printed document template default

This option sets the default printed document template when you print or email dunning notices.

Email template default

This option sets the default email template when you print or email dunning notices.

Notice sequencing

This option sets how dunning notices are sequentially numbered when they're created.

Minimum days overdue

The lower value used to establish the days overdue range for the dunning level. For example, if you want the overdue range to be 31 - 60 days, enter 31 here.

If you do not want a value for minimum days overdue, leave this field blank. At least one value must be provided for the minimum or maximum days overdue, you cannot leave both fields blank.

Maximum days overdue

The higher value used to establish the days overdue range for the dunning level. For example, if you want the overdue range to be 31-60 days, enter 60 here.

If you do not want a value for maximum days overdue, leave this field blank. At least one value must be provided for the minimum or maximum days overdue, you cannot leave both fields blank.

Minimum invoice amount

The lower value used to establish the invoice amount range for the dunning level. For example, if you want the invoice amount range to be 1,000-5,000, enter 1,000 here.

If you do not want a value for the minimum invoice amount, leave this field blank. At least one value must be provided for the minimum or maximum invoice amount, you cannot leave both fields blank.

Maximum invoice amount

The higher value used to establish the invoice amount range for the dunning level. For example, if you want the invoice amount range to be 1,000-5,000, enter 5,000 here.

If you do not want a value for the maximum invoice amount, leave this field blank. At least one value must be provided for the minimum or maximum invoice amount, you cannot leave both fields blank.

Status

Options: Active and Inactive.

The default status is Active. However, if you are no longer using the dunning level and do not want it to appear on lists, choose Inactive. This option keeps the dunning level information in your system, and suppresses it from lists without deleting it. If you want to see the inactive dunning level later, select the Include inactive checkbox in the list of dunning levels.