Statement
API Name: Dunning__c
The statement object stores payment reminders, dunning letters and account statements.
| Label | API Name | Type | Description |
|---|---|---|---|
| Statement Name | Name |
Text | |
| Account Name | AccountName__c |
Text(255) | The copied account name, used for the recipient address. |
| Account | Account__c |
Lookup(Account) | The account that is associated with the statement. |
| Billing Address | BillingAddress__c |
LongTextArea(32768) | This block will be printed to the statement (by default at the bottom of the top right header) if the billing address differs from the recipient address. |
| Billing City | BillingCity__c |
Text(40) | The copied city of the billing address, used for the recipient address. |
| Billing Country Code | BillingCountryCode__c |
Text(10) | The copied country code of the billing address, used for the recipient address. |
| Billing Country | BillingCountry__c |
Text(80) | The copied country of the billing address, used for the recipient address. |
| Billing Postal Code | BillingPostalCode__c |
Text(20) | The copied postal code of the billing address, used for the recipient address. |
| Billing State Code | BillingStateCode__c |
Text(10) | The copied state code of the billing address, used for the recipient address. |
| Billing State | BillingState__c |
Text(80) | The copied state of the billing address, used for the recipient address. |
| Billing Street | BillingStreet__c |
Text(255) | The copied street of the billing address, used for the recipient address. |
| Contact | Contact__c |
Lookup(Contact) | The primary contact to which this statement will be sent. Can be overridden by the mailing contact and/or the email contact. |
| Criterion | Criterion__c |
Text(255) | Specifies the criterion for this dunning. Invoices with the same criterion are aggregated to the same dunning. |
| Date | Date__c |
Date | The date to be printed to the statement PDF as the statement date. |
| Display Type | DisplayType__c |
Text(255) | A type label to be printed to the statement PDF, like Reminder, Dunning. |
| Statement Run | DunningRun__c |
Lookup(DunningRun__c) | The statement run that has created this statement. |
| Email BCC | EmailBCC__c |
LongTextArea(1000) | Comma-separated list of email addresses that will receive the statement PDF as BCC (blind carbon copy). |
| Email CC | EmailCC__c |
LongTextArea(1000) | Comma-separated list of email addresses that will receive the statement PDF as CC (carbon copy). |
| Email Contact | EmailContact__c |
Lookup(Contact) | The contact that provides the primary email address. The email address will be copied from the contact when the statement is created or when the contact is changed. |
| Email Statement | EmailDunning__c |
Checkbox | Determines whether this statement is to be sent via email. |
| Email Error | EmailError__c |
Text(255) | Displays error messages that occurred during mass mailing. Only valid if the email status is set to Error. |
| Email First Name | EmailFirstName__c |
Text(40) | The first name for the email conversation. |
| Email Last Name | EmailLastName__c |
Text(80) | The last name for the email conversation. |
| Email Salutation | EmailSalutation__c |
Text(20) | The salutation for the email conversation. |
| Email Status | EmailStatus__c |
Picklist | The status of the email for this statement. Picklist values: Unsent, Queued, Sent, Error, Do not send |
Email__c |
The primary email address to which this statement is to be sent. It is copied from the email contact only when the statement is created. | ||
| End Date | EndDate__c |
Date | The end date of the reminder period. |
| Flat Fee | FlatFee__c |
SUM(DunningDetail__c.Amount__c) | Shows the dunning flat fee. |
| Footer | Footer__c |
LongTextArea(32768) | A long textarea for a footer. |
| Grand Total | GrandTotal__c |
SUM(DunningDetail__c.DunningAmount__c) | Shows the total dunning amount, i.e., the sum of the prices of all dunning details. |
| Header | Header__c |
LongTextArea(32768) | The header area as copied from the template. |
| Info Left | InfoLeft__c |
LongTextArea(32768) | Left part of the information block above the text. Copied from the template. |
| Info Right | InfoRight__c |
LongTextArea(32768) | Right part of the information block above the text. Copied from the template. |
| Late Fee | LateFee__c |
SUM(DunningDetail__c.LateFee__c) | Shows the dunning late fee. |
| Level | Level__c |
Number(18, 0) | Shows the dunning level, which finally determines which invoices are in the scope of this dunning. |
| Mailing City | MailingCity__c |
Text(40) | The city of the mailing address of the associated contact. |
| Mailing Contact | MailingContact__c |
Lookup(Contact) | The contact that provides the mailing address. The mailing address will be copied from the contact when the statement is created or when the contact is changed. |
| Mailing Country | MailingCountry__c |
Text(80) | The country of the mailing address of the associated contact. |
| Mailing First Name | MailingFirstName__c |
Text(40) | The first name of the mailing address of the associated contact. |
| Mailing Last Name | MailingLastName__c |
Text(80) | The last name of the mailing address of the associated contact. |
| Mailing Postal Code | MailingPostalCode__c |
Text(20) | The postal code of the mailing address of the associated contact. |
| Mailing Salutation | MailingSalutation__c |
Text(20) | The salutation of the mailing address of the associated contact. |
| Mailing State | MailingState__c |
Text(80) | The state of the mailing address of the associated contact. |
| Mailing Street | MailingStreet__c |
Text(255) | The street of the mailing address of the associated contact. |
| Max. Sequence | MaxSequence__c |
MAX(DunningDetail__c.Sequence__c) | Shows the greatest sequence number of the related dunning details. |
PDF__c |
Url | The link to the statement PDF. | |
| Page Header | PageHeader__c |
LongTextArea(32768) | This block defines the page header of the statement PDF. |
| Payment Due Date | PaymentDueDate__c |
Date | Shows the date until which the dunning needs to be settled by the recipient. |
| Payment Due | PaymentDue__c |
Number(3, 0) | The payment due period of the dunning in days. Defaults to 0 if left empty. |
| Print Dunning | PrintDunning__c |
Checkbox | Determines whether this statement is to be printed. |
| Recipient Address | RecipientAddress__c |
LongTextArea(32768) | Address information of the statement recipient. |
| Sender Address | SenderAddress__c |
Text(255) | The sender address to be printed to the statement PDF above the recipient address. |
| Start Date | StartDate__c |
Date | The start date of the reminder period. |
| Status | Status__c |
Picklist | The main statement status, either Draft or Closed. Picklist values: Draft, Closed |
| Template | Template__c |
Lookup(Template__c) | The template that is used to render this statement. |
| Business Entity | Tenant__c |
Text(255) | The business entity to which the statement relates. |
| Text 1 | Text1__c |
LongTextArea(32768) | The text that is printed to the statement as an introduction. It is pre-filled from the same field of the template. |
| Text 2 | Text2__c |
LongTextArea(32768) | The text that is printed to the statement below the detail table. It is pre-filled from the same field of the template. |
| Text 3 | Text3__c |
LongTextArea(32768) | A third text block that can be printed to the statement above or below the detail table, copied from the same field of the template. |
| Type | Type__c |
Text(255) | Specifies the type of the statement. It is set to the name of the used dunning level. |
| UUID | UUID__c |
Text(255) | Random UUID for secure URL generation. |