Attaching Statements and Invoices to Dunning Letters

When creating dunning template records, you can choose to attach customer statements and invoices to dunning letters.

When you email a dunning letter, attachments are included in the same message.

When you print a dunning letter, the system includes the attachments in the same file cabinet folder where the letter is stored.

On the Dunning Template page, the following options are available:

• Attach Statement – Check this box if you want to attach a customer statement to each dunning letter that uses the dunning template.

  When the Attach Statement box is checked, the following additional options become available:

  • Only Open Transactions on the Statement – Check this box if you want to include only open transactions on the customer statement.

  • Custom Statement Form – Select a custom statement form to use for generating the statement. If you leave this field blank, the statement will be generated using the system preferred statement form and the layout specified on the custom form. For information about using custom forms, see Custom Forms.

  • Statement Start Date – Enter the number of days relative to the day of dunning evaluation, when the coverage of the statement will start. For example, if you enter 3, starting from three days after the dunning evaluation day and until the Statement Date, all customer transactions within this period will be included in the statement. Entering negative numbers is also valid. For example, if you enter -30, starting from 30 days before the dunning evaluation day until the Statement Date, all customer transactions within this period will be included in the statement. If you leave this field blank, all transactions in the customer's history will appear on the statement.

  • Statement Date – Enter the number of days relative to the day of dunning evaluation, marking the last day when customer transactions will be included in the statement. The date on that day will be the Statement Date indicated on the statement to be attached to the dunning letter. For example, if you enter 3, all customer transactions from the Statement Start Date until 3 days after the dunning evaluation day, will be included in the statement. If you enter -3, all customer transactions from the Statement Start Date until 3 days before the dunning evaluation day, will be included in the statement. The default value is 0, which is the day of dunning evaluation. If you leave the value as zero, all customer transactions from the Statement Start Date up to the dunning evaluation day will be included in the statement.

    Note:

    When the Dunning Letters SuiteApp is updated, the existing settings or parameters of the Dunning templates are retained. If you have not changed Dunning template settings since installation of the bundle, the default parameters in the templates are kept.

  Note:

  In invoice and invoice group dunning, customer statements cannot be attached to the dunning letter.

• Attach Copies of Invoices – Check this box if you want to attach copies of invoices to each dunning letter that uses the dunning template. Attached copies of invoices are generated using the layout specified on the transaction form. For information about using custom layouts, see Custom Forms.

  When the Attach Copies of Invoices box is checked, the following additional option becomes available:

  Only Overdue Invoices – For customer dunning, check this box if you want to attach to the dunning letter only posting invoices with due date and days overdue greater than 0. If you do not check this box, all open and posting invoices will be attached to the dunning letter. For Invoice Dunning, only the invoice being dunned will be attached. For Invoice Group Dunning, all the invoices that are part of the invoice group are attached irrespective of overdue invoices.

Setting a Language for Invoice PDF Copies

If you are using the Advanced PDF/HTML Templates feature (enabled in Setup > Company > Setup Tasks > Enable Features, SuiteCloud subtab), copies of invoices are always sent in a language set for each individual customer.

General Notices