Automate the Awkward: How Dunning+ Turns Overdue Invoices into Paid Invoices
Salora ERP
Official NetSuite Solution Provider with over 10 years of combined implementations and support experience.
Late payments are the bane of every business's financial health.
As companies scale, manually chasing down overdue invoices becomes a full-time job. That's why we developed Dunning+, the ultimate solution for automating overdue payment reminders while maintaining good customer relationships.
Dunning+ is an intelligent automation module designed to streamline the dunning process within NetSuite. It automates communication with customers about overdue invoices, helping businesses maintain cash flow and healthy customer relationships.
Wait what about Dunning Letters?
While NetSuite 's Native Dunning Letters feature provides basic functionality for sending reminders on overdue invoices, Dunning+ offers a more advanced, customizable, and interactive solution:
Interactive Drilldowns
The Interactive Drilldowns feature in Dunning+ is designed to give users a hands-on approach to managing overdue invoices. This tool allows you to dive deep into invoice and customer data, providing real-time visibility into open balances. With the drilldown functionality, you can filter through invoices by subsidiary, customer, or time period, enabling you to focus on specific areas that need attention. Whether you’re looking at overall aging invoices or specific customers, this feature simplifies the process of tracking overdue payments and assessing where action is needed.
One of the major benefits of Interactive Drilldowns is the ability to toggle between different data views with ease. For example, you can start by viewing a high-level report of outstanding balances across subsidiaries and then drill down into the details of each customer to see individual invoice statuses. This interactive experience makes it easy to move between different layers of data, giving you greater control and insight into your receivables.
Pause/Unpause Dunning Emails
The ability to Pause/Unpause Dunning Emails at both the invoice and customer level is a unique feature of Dunning+. This provides you with flexibility in managing customer relationships, ensuring that you don’t accidentally send dunning emails during sensitive times. At the invoice level, you can stop dunning emails for a single overdue payment, allowing you to focus on more critical collections while delaying follow-up on specific invoices. Pausing emails at the customer level ensures that no reminders are sent for any of the customer’s outstanding invoices, which can be useful for clients undergoing special payment arrangements or who have requested extra time.
What makes this feature especially powerful is its control over both the timing and communication of overdue balances. Once the situation has changed—perhaps after receiving partial payment or resolving an issue—you can simply unpause dunning emails and resume normal follow-up without having to recreate or reconfigure the reminder schedule. This level of flexibility helps maintain strong relationships with clients while still enforcing timely payment collection.
Manual Sending / Automated Sending
Dunning+ offers both Manual and Automated Sending options, giving businesses complete control over how and when overdue payment reminders are sent. The manual sending feature allows users to trigger dunning emails at any time based on their own criteria or saved searches. This is particularly useful for businesses that want to manually manage their collections process or send one-off reminders for critical invoices.
On the other hand, the automated sending option is a powerful time-saver. With automated dunning, you can set predefined schedules for sending reminders to customers, ensuring consistent follow-up without requiring manual intervention. You can set daily, weekly, or custom intervals for sending emails, allowing you to keep in constant communication with customers about overdue invoices. This automated system ensures that no customer falls through the cracks and that overdue payments are followed up on promptly, improving your cash flow without burdening your team.
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Dunning-Related Charts
The Dunning-Related Charts feature in Dunning+ provides a visual representation of key metrics related to overdue invoices and customer balances. These charts give an instant snapshot of critical data, such as the top customers with open balances, the subsidiaries with the most overdue invoices, or how overdue balances are distributed across business units. With this visual data, finance teams can quickly identify priority accounts for collections, making it easier to decide where to focus their efforts.
In addition to offering a high-level view, the charts are fully interactive and can be customized to suit your business needs. Users can select which metrics are most important for their collections efforts, allowing for a tailored dashboard experience. This feature is especially helpful for managers or executives who need to quickly assess the company’s financial health in terms of receivables. By providing both graphical data and the ability to drill down into specifics, these charts ensure you’re always equipped with the right information to make informed decisions.
Customizable Email Templates
With Customizable Email Templates, Dunning+ allows businesses to create personalized dunning emails that align with their brand voice and messaging style. Unlike generic emails that might feel impersonal, these templates let you tailor your communications to maintain a professional tone while still urging timely payment. You can insert dynamic fields such as the customer’s name, invoice amount, due date, and any special terms, ensuring that each email is relevant and specific to the recipient.
Additionally, the customization options extend beyond just content. You can also schedule when the emails are sent and set up different templates for various stages of overdue payments—such as a gentle reminder after 7 days or a more urgent request after 30 days. This ensures that your messaging is appropriate to the situation, fostering better client relationships while keeping the collections process effective and respectful.
Comprehensive Control Centers
The Comprehensive Control Centers in Dunning+ serve as the central hub for managing all aspects of the dunning process. There are separate control centers for invoices and customers, each providing a detailed view of outstanding payments and dunning statuses. From here, users can easily pause or unpause dunning emails, view payment histories, and drill down into specific invoices or customer accounts. These control centers bring everything you need for effective collections management into one place, simplifying the process.
The interactive nature of the control centers allows for real-time updates and adjustments, making it easy to manage ongoing collections efforts. You can make quick decisions based on the data presented, such as deciding which customers to focus on first or determining which invoices need additional follow-up. The control centers give you full oversight and control, enabling you to stay on top of your collections process with minimal effort.
Why Dunning+ is a Game Changer
With Dunning+, you don’t just automate dunning emails; you gain control over the entire overdue payments process. Whether you need to manually intervene or set up an automated strategy, Dunning+ keeps your business agile, allowing you to balance collections with maintaining customer relationships.
For any business struggling with overdue invoices or wanting to automate the dunning process, Dunning+ is the right tool to streamline your workflow while ensuring timely communication with clients.
Need Help?
If you're interested in learning more about how Dunning+ can help improve your collections process, reach out to our team of NetSuite experts. Salora ERP’s Intelligent Automation system offers a transformative approach to business operations. By automating processes and providing real-time data insights, it enables businesses to operate more efficiently and make informed decisions. Discover how Salora ERP can revolutionize your business operations today.
For more information, visit our website or contact our sales team at [email protected] or +1 720 254 1320.