BizCortex documentation

Dunning emails

How payment reminders and dunning notices are emailed during a dunning run.

A dunning run proposes notices for overdue invoices. When you confirm the run, every notice gets a number, the PDF is created and, if "Send notices by email" was switched on for the run, the notice is emailed to the customer.

Dunning emails
Screenshot of this screen

Who can use this

  • Owner
  • Admin
  • Accountant
  • Sales

Fields and options

Send notices by email

Switch on the dunning run, on by default. The run then shows "Notices will be emailed."

Recipient

The main email address of the customer. Customers without an email address get no email; print and post their notice.

Subject and text

From the dunning level in the customer language. Placeholders such as {{ customer.name }}, {{ invoice.number }}, {{ open_amount }}, {{ fee }}, {{ interest }}, {{ total_due }} and {{ new_due_date }} are filled in. Without a level subject, the subject is the word for dunning and the notice number.

Link and attachment

The link to the public invoice page (where the customer can pay online) is added at the end. The dunning PDF is attached.

Good to know

  • Dunning emails do not contain your personal signature. Write the closing into the dunning level text.
  • Fee and interest invoices created by the run are not emailed separately.

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