Dunning Messages

Menu Path: Billing & Receipts, then Reference Tables, then Miscellaneous Billing, then Dunning Messages

Use the Dunning Messages page to create sets of messages to be used during statement printing. This enables you to create standard messages to be used for normal circumstances and other messages for special circumstances. You may create as many sets of messages as you want.

Dunning messages can be any general information you want to print on customer statements, as well as any specific text that you want to have printed for current accounts and accounts in various stages of delinquency. They are assigned to a customer record when a record is added/updated. The assigned code designates the set of messages applicable to a customer.

Add New Messages

1. Choose the Dunning Messages page.
2. Click Add New.
3. Enter the Dunning Code to identify the messages.
4. In the Common Message section, enter the messages for Line 1 and 2.

5. In the Statement Messages section, enter the messages for Line 1 and 2 for the various aging tabs.

   

   These messages display if time passes and the payment has not been received.

6. Click OK.

Update Messages

1. Choose the Dunning Messages page.
2. Enter criteria identifying the records to list, then click Find. To run an advanced search, click Advanced.
3. Select the desired record, then click OK.
4. Update the fields as needed. For details, refer to the Fields section below.
5. Click OK.

Generate Message Reports

1. Choose the Dunning Messages page.
2. Click Print.
3. Specify how you want to generate the report, then click OK. The report's default file name is mrdunning.rpt.

Delete Messages

1. Choose the Dunning Messages page.
2. Enter criteria identifying the records to list, then click Find. To run an advanced search, click Advanced.
3. Select the desired record, then click Delete.
4. Click Yes.

Fields