Dunning

In the dunning module of AbaNinja, you manage the entire process around outstanding customer invoices, payment reminders and dunning notices. As soon as an invoice has passed its due date and has not yet been paid, you can trigger payment reminders and up to three dunning levels, either automatically or manually. The texts, deadlines and sending time of dunning notices can be configured individually in the settings. For each customer, you can define whether dunning notices should be sent automatically or manually. If automatic dunning is enabled, the notices are sent on the respective due date or after the dunning period has expired, automatically by e‑mail or as a PDF for printing.

Dunning documents are managed separately and clearly distinguished by a hyphen. This ensures that all dunning documents are available in their respective original version, which simplifies communication with customers in case of uncertainties or disputes in the dunning process.

Benefits:
The dunning module helps you keep track of outstanding receivables and manage incoming payments efficiently. By automating the process, you save time and reduce manual effort. You can quickly identify which invoices are overdue and initiate appropriate measures. Integration with the banking module allows incoming payments to be reconciled automatically and open items to be reduced directly. In this way, you always maintain an overview of your liquidity and reduce the risk of bad debts.

By managing dunning documents separately and introducing dunning fees, the dunning process becomes more transparent. All documents related to an invoice are available in their original version, and any dunning fees are shown directly on the corresponding dunning documents.

Notes and tips

• In the settings, you can define up to three dunning levels with individual texts and deadlines.
• Dunning notices can be sent either automatically (on the due date) or manually via the action bar in the invoicing module. Whether the dunning process is handled automatically must be configured individually per address.
• In the customer portal, your customers can pay outstanding invoices directly online.
• In the customer portal, all dunning documents related to an invoice (original invoice, payment reminders, dunning notices) are displayed separately in tabs. This increases transparency for your customers.
• When dunning documents are sent by e‑mail, your customers receive a link to the AbaNinja customer portal. Where appropriate, explicitly refer in the e‑mail text to the original invoice in the customer portal in order to clarify the process, for example for cantonal offices and other stakeholder groups.
• Use the overview list to quickly filter open, overdue and already dunned invoices.
• For bulk sending, you can select multiple overdue invoices and send payment reminders or dunning notices collectively by e‑mail or as PDF.
• Make sure a valid e‑mail address is stored for the customer so that automatic sending is possible.
• In the invoice details, you can view the current dunning status at any time and resend or reprint dunning notices if required.
• With the additional AbaNet module, you can send invoices as eBill directly to your customers’ e‑banking.

Tip:
Make use of the option to design dunning texts individually and adjust the tone according to the dunning level. This allows you to remain professional and customer‑oriented at the same time. If necessary, also adapt the e‑mail text used in the dunning module to clearly explain to your customers how to access the original invoice and dunning documents in the customer portal.