Dunning Levels
API Name: DunningLevels__c
Configure Dunning Levels
| Label | API Name | Type | Description |
|---|---|---|---|
| Name | Name |
Text(255) | |
| Condition | Condition__c |
Text(255) | Define a custom SOQL condition as to which invoices this dunning level applies. If empty, the system will use the following default condition: DaysOverdue__c >= :gracePeriod AND (DunningLevel__c = null OR DunningLevel__c < :level) |
| Create Notification Tasks | CreateNotificationTasks__c |
Text(255) | Specify the object at which the task should be created. Allowed values are Dunning, Invoice, Account or empty. If empty, then no task will be created. |
| Days Overdue Field | DaysOverdueField__c |
Text(255) | Defines a source field which specifies the number of days by which the invoice is overdue. |
| Debt Collection Agency | DebtCollectionAgency__c |
Text(255) | The name of the debt collection agency for further processing. When there is already a debt collection agency set on an invoice, it will take precedence over this configuration. |
| Do Not Send | DoNotSend__c |
Checkbox | Prevents dunning statements of this dunning level from being sent by email. |
| Dunning Due | DunningDue__c |
Number(3, 0) | The due terms of the dunning in days. Defaults to zero if left empty. |
| Dunning Fee | DunningFee__c |
Currency(16, 2) | The dunning fee: it will be added as a separate item to the dunning record (always calculated without tax). |
| Dunning Level | DunningLevel__c |
Number(18, 0) | The dunning level defines, which invoices are in the scope of this setting. |
| Exclude Invoice PDF | Exclude_Invoice_PDF__c |
Checkbox | |
| Grace Period | GracePeriod__c |
Number(18, 0) | The number of days after the payment due. |
| Deprecated | IVAPercentage__c |
Percent(13, 5) | Deprecated |
| Include Standard Condition | IncludeStandardCondition__c |
Checkbox | If checked, the resulting condition is a conjunction of the standard condition and the one defined at the dunning level. |
| Late Fee Rate | LateFeeRate__c |
Percent(3, 3) | Defines the monthly interest rate for calculating the late fees for invoices. |