Dunning messages in invoices or statements
A dunning message is a note you can add to an invoice or statement to advise a customer when they have an overdue balance, instructions on what they should do about it, and/or actions they can take. An example might be: "Your balance is over 90 days old. Submit payment immediately or call our office to discuss options."
You can set up 5 dunning messages, each corresponding to the age of the oldest outstanding item. You can select the dunning message that corresponds to the oldest outstanding item and add it to the client's invoices and/or statements.
note
If you converted from Creative Solutions Practice, any dunning messages you entered in the Practice Solutions database will transfer to your Practice CS database.
Set up dunning messages
- SelectSetupthenFirm.
- Go to the A/R tab.
- UnderDunning messages, enter the text you'd like to display on invoices and statements for each of the 5 aging periods.tipThere's no length limit for the dunning messages. The field will scroll if the text exceeds 1 line.
- SelectEnterto save your entries.
Add a dunning message to an invoice or statement
- SelectSetupthenCustom Formats.
- Select the invoice or statement format to add the dunning message to.
- SelectFormatthenFormat Wizard.
- Go to the A/R Information tab.
- Mark theDunning Messages - Displays a Firm dunning message based on the age of the Client's A/R balancecheckbox.
- SelectFinishto save your changes.
- TheDunning Messagefield will appear in theReport Footersection of the invoice or statement. Reposition it as needed.
- SelectSaveto save the modified format.
