Best Practices for Creating and Using Dunning Templates

The Dunning Letters SuiteApp provides three samples of dunning letter PDF templates in increasing levels of urgency. Use the content of the sample templates as a basis for creating new templates by copying the content from the sample files to your custom templates. For more information, see Customizing Dunning Letter Templates.

When you create dunning letter templates, you have the following options for how you want to show the list of invoices in customer level dunning:

• Mark the invoices that have dunning procedures assigned so that your customers can identify those invoices for which they may receive separate dunning letters

• Hide the invoices that have dunning procedures assigned

For more information, see Customizing the List of Invoices in the Dunning Template File.

To help you decide how you want to set up your dunning template records, be sure to read the following topics:

• Supported Languages for Dunning

• Selecting a Default Language on a Dunning Template Record

The Dunning Letters SuiteApp requires the Multi-Language feature. Before creating dunning template records, you must first add the languages to your company general preferences and select a language on customer records. See the following topics:

• Configuring Multiple Languages

• Setting Preferences on the Customer Record

Before you can create a dunning template record, you must first create the template files. Creating template files requires knowledge of XML and FreeMarker.

• Create FreeMarker templates for dunning PDF letters and upload them to the file cabinet. See Creating Dunning Letter PDF Templates.

• Create NetSuite email templates for dunning letters that will be sent by email. Email templates are created at Documents > Templates > Email Templates > New. See Creating Dunning Letter Email Templates.

To create dunning template records, follow the detailed steps in Creating a Dunning Template Record.

You can choose to create a dunning template record containing multiple languages or a single language. See the following topics:

• Creating a Multi-Language Dunning Template Record

• Creating a Single Language Dunning Template Record

When you create a dunning template record:

• You can choose to attach invoices and statements to the dunning letter.

• You add templates to the Email subtab if you want to send letters by email. You must add a template for each language and select a default language.

• You add templates to the PDF subtab to add template files for printed dunning letters. You must add a template for each language and select a default language.

NetSuite recommends that you do not inactivate any dunning template record. Inactivating dunning templates that are currently being used will cause errors in the dunning evaluation. If you have a dunning template record that you do not want to use, NetSuite recommends that you delete it. See Deleting a Dunning Template Record.

General Notices