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Dunning messages in invoices or statements

A dunning message is a note you can add to an invoice or statement to advise a customer when they have an overdue balance, instructions on what they should do about it, and/or actions they can take. An example might be: "Your balance is over 90 days old. Submit payment immediately or call our office to discuss options."
You can set up 5 dunning messages, each corresponding to the age of the oldest outstanding item. You can select the dunning message that corresponds to the oldest outstanding item and add it to the client's invoices and/or statements.

Set up dunning messages

  1. Select
    Setup
     then
    Firm
    .
  2. Go to the A/R tab.
  3. Under
    Dunning messages
    , enter the text you'd like to display on invoices and statements for each of the 5 aging periods.
  4. Select
    Enter
     to save your entries.

Add a dunning message to an invoice or statement

  1. Select
    Setup
     then
    Custom Formats
    .
  2. Select the invoice or statement format to add the dunning message to.
  3. Select
    Format
    then
    Format Wizard
    .
  4. Go to the A/R Information tab.
  5. Mark the
    Dunning Messages - Displays a Firm dunning message based on the age of the Client's A/R balance
     checkbox.
  6. Select
    Finish
     to save your changes.
  7. The
    Dunning Message
     field will appear in the
    Report Footer
     section of the invoice or statement. Reposition it as needed.
  8. Select
    Save
     to save the modified format.

This article applies to:

  • Product: Practice CS
  • Subject: Account grouping