Adding or Modifying Dunning Messages

You can print messages, such as reminders about overdue accounts, notices of sales, or other information, on statements for your customers.

Dunning messages are optional. If you use the same messages for all your statements, you add the messages on the Statements tab of the A/R Options screen. However, if you want to use more than one set of messages, you add as many sets as you need using the A/R Dunning Messages screen. You can then select a dunning message code when you print customer statements.

You can add a different dunning message for each period into which you age customer accounts, including the current (not due) period. When producing a statement for a customer, Accounts Receivable uses the message you specify for the period that contains the oldest balance in the customer’s account.

To add a set of dunning messages:

1. Open Accounts Receivable > A/R Setup >  Dunning Messages.

2. Enter a code to identify the set of messages you are adding.
3. Enter a description of the message set, such as a comment about when to use the messages.
4. For each aging period, enter a message to print on customer statements.

   Accounts Receivable prints the message relating to the customer’s oldest outstanding transaction or balance.

   Note: If you age by document date instead of due date, you should enter the same message for both the current period and the first aging period, because accounts selected for the first aging period are not likely to be overdue.

5. Click Add.

To edit a set of dunning messages:

1. Open Accounts Receivable > A/R Setup >  Dunning Messages.

2. Enter the code for the dunning message you want to change.
3. Make your changes.
4. Click Save.

To delete a set of dunning messages:

1. Open Accounts Receivable > A/R Setup >  Dunning Messages.

2. Enter the code for the dunning message you want to delete.
3. Click Delete.