Can I issue reminders in advance of the payment due date?

← Accounting Support FAQ

Your business may require to issue a reminder before the actual due date of the invoice is reached. To support such scenarios, you need a dedicated Dunning Levels setting and a corresponding template detail.

1. Create a dedicated Dunning Levels custom setting record.

   Proceed as described in Configuring Dunning Levels. Be aware, however, of the following specifics to support early reminders:

   • The Condition must rule out the default DaysOverdue__c check.
   • The Grace Period must be a negative value that defines the number of days before the invoice due date for triggering this dunning level.

2. Create a corresponding template detail.

   Proceed as described in Customizing Dunning Reminders. Again, be aware of the following specifics to support early reminders:

   • By default, the statement detail table shows the open amount, which is set only after the invoice due date has passed. For early reminders, this amount would be 0.

     If you want to show the amount that will become due, you add the field GrandTotal__c to the Table Columns field of your template detail. For details, see Adjusting Statement Detail Table.

   • Adjust the template detail texts to unequivocally indicate the early reminder quality.

     For details, see Modifying Dunning Reminder Texts.

Related information:

Dunnings
Setting Up Dunning Process Management
Managing Dunning Reminders
Best Practice: Dunning Setup
How to exclude accounts or invoices from the dunning run?