How to exclude accounts or invoices from the dunning run?

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Certain circumstances may require to postpone the payment due date for invoices. This suspends applicable dunning procedures for the specified time.

As an alternative to the due date deferral, you may consider excluding specific accounts or specific invoices from being subject to the dunning process – using a so-called dunning block. To this end, you create a custom checkbox, like, for example, PreventDunning, on the Account or Invoice object that defines whether to exclude (if true) a given record from the dunning run. Depending on your requirements, you can have this checkbox selected manually by a user, or automatically via a formula, for example, that can check a record for certain criteria and consequently select (or not select) this checkbox. Then, in each dunning level configuration that you intend to apply, you add a condition that evaluates this checkbox and consequently determines whether to exclude the current record, like:

PreventDunning__c = false

This will exclude invoice from the dunning run if the checkbox is selected (true) and the condition therefore yields false.

To enable the dunning block:

On invoice levelOn account level

Navigate to the fields list of the Invoice object.
Create the following new field.

API Name Data Type Description

PreventDunning__c Checkbox Excludes the invoice from being subject to the dunning run.
Navigate to the relevant dunning level configuration.
In the Condition field, add the following condition.
```
PreventDunning__c = false
```

This will exclude invoice from the dunning run if the invoice checkbox is selected (true) and the condition therefore yields false.

Depending on your requirements, you can have this checkbox selected manually by a user, or automatically via a formula, for example, that can check a record for certain criteria and consequently select (or not select) this checkbox.

Navigate to the fields list of the Account object.
Create the following new field.

API Name Data Type Description

PreventDunning__c Checkbox Excludes the invoice from being subject to the dunning run.
Navigate to the relevant dunning level configuration.
In the Condition field, add the following condition.
```
Account__r.PreventDunning__c = false
```

This will exclude invoice from the dunning run if the account checkbox is selected (true) and the condition therefore yields false.

Related information:

Managing Object Fields
Configuring Dunning Levels