Dunning Run

With Lodgit Desk, you can easily create dunning notices for unpaid invoices. To do that, go to Administration > Dunning Run. A new window will open:

1. First you’ll select the object, for which you want to do a dunning run.

Hint:
If you manage several objects you can do a dunning run in two ways: Either you can do a general dunning run with a general sender’s address (set up in the Preferences) or do an individual dunning run for each object with the corresponding sender’s address.

2. Next, select the key date for the dunning run. This is the date up to which all open invoices will be selected. The date can lie in the future and will then be listed on the dunning notices.
If you don’t want to send out reminders for smaller invoice amounts (e.g. anything below EUR 20), you can set this as a threshold.
Should you have changed default currencies during your use of Lodgit Desk, you can also select the currency you want to send out reminders for. It’s not possible to do a dunning run of different currencies at the same time.

3. Select the days for the dunning levels and the corresponding dunning fees. Lodgit Desk will remember these settings for next time.
You have the options to include fees for dunning notices that were reset as well as create collective dunning notices for a client. Do so by checking the corresponding boxes.

It’s not possible to create a collective dunning note for guests that have been deleted from your files. In those cases, you must create a reminder for each open invoice.

4. Finally, you can decide which letter layout you want to use. If you want to do the dunning run for multiple objects, the system will automatically suggest using the general return address and the general letter layout. You can change these through the drop down menus.

Note:
The texts for the notices can be adjusted in the Text Management.

After you press the button Continue, the invoices that need to be dunned will be displayed:

If you have hidden invoices in the list of open invoices, they will not be included in the dunning run. You can unhide them in the list of open invoices to include them again.

Press the button Preview to take a look at the notices, press the button Print to print them. Here, you can also create PDF files from selected dunning notices or send them as an email with PDF attachment.

By pressing the button Back, you can go back to the settings as described above.

After you have printed the dunning notices, the following window will appear:

If you want the invoices to receive a higher dunning level, press the button Update, otherwise press the button No change. You can also downgrade the dunning level later on in the list of unpaid invoices.