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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.
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.
Grace Period GracePeriod__c Number(18, 0) The number of days after the payment due.
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.