Customizing Dunning Letter Templates

Read the following topics for guidance on customizing dunning letter templates:

• Customizing the Sample Dunning Template Files

• Customizing the List of Invoices in the Dunning Template File

• Including Fields from the Transaction Saved Search in Dunning Templates

• Including Information from NetSuite Records in Dunning Templates

Customizing the Sample Dunning Template Files

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. Consolidated sample templates are located in the following file cabinet folder: SuiteBundles > Bundle 392827 > Templates > Consolidated.

In the sample templates provided by the Dunning Letters SuiteApp, be aware of the following:

• In customer level dunning, the sample letter template shows the following:

  • The customer’s total overdue amount

    Note:

    The overdue balance is sourced from the Overdue Balance field of the customer record, and is shown in the customer’s primary currency.

  • A list of the customer’s posting invoices that are overdue, and that do not have due dates, regardless of whether the invoices have dunning procedures assigned.

    Note:

    You can customize your template to modify what shows in the list. See Customizing the List of Invoices in the Dunning Template File.

• In invoice level dunning, the sample letter template shows the following:

  • The customer’s total overdue amount

    Note:

    The overdue balance is sourced from the Overdue Balance field, and is shown in the customer’s primary currency.

  • Only one invoice in the list

• In invoice group level dunning, the sample letter template shows the following:

  • The customer’s total overdue amount

    Note:

    The overdue balance is sourced from the Overdue Balance field, and is shown in the customer’s primary currency.

  • List of invoices that are part of the invoice group

Before creating custom templates, be sure to read Best Practices for Creating and Using Dunning Templates.

Use NetSuite email templates for dunning letters that will be sent by email. See Creating Dunning Letter Email Templates.

Use FreeMarker templates for dunning PDF letters. See Creating Dunning Letter PDF Templates.

To show NetSuite fields on a dunning letter template, a predefined transaction search is already provided. See Including Fields from the Transaction Saved Search in Dunning Templates.

To create dunning letter templates, read the following topics:

Customizing the List of Invoices in the Dunning Template File

In the sample templates provided by the Dunning Letters SuiteApp, if you use customer level dunning, the dunning letter shows a list of all the overdue invoices of the customer, including those invoices that have dunning procedures assigned.

Invoices that have dunning procedures assigned are marked with an asterisk. Invoice groups that have dunning procedure assigned are also marked with an asterisk.

You can customize your template to modify what shows in the list:

• Marking Invoices That Have Dunning Procedures Assigned

  Marking invoices enables your customers to identify the invoices for which separate dunning letters can be sent. Marking invoice groups enables your customers to identify the invoice groups for which separate dunning letters can be sent.

  The sample template shows all invoices to be dunned, and uses an asterisk to mark the invoices that have dunning procedures assigned.

  The following sample code snippet checks for invoices that have dunning procedures assigned, and marks them with an asterisk:

                <#if invoice.custbody_3805_dunning_procedure != "">*</#if> 
  
              

  The following sample code snippet checks for invoice groups that have dunning procedures assigned, and marks them with an asterisk:

                <#if invoicegrouprecord.custrecord_dl_ig_dunning_procedure!="">*</#if> 
  
              

  You can add some text to explain what the asterisk means. For example, you can add text saying that the customer receive separate dunning letters for those marked invoices.

  You can use a different way of marking the invoices, if you do not want to use an asterisk.

• Showing all Invoices

  The following sample code snippet includes all invoices to be dunned:

                <#list invoicelist as invoice>
                 <tr>
                            <td>${invoice.tranid}</td>
                            <td>${invoice.memo}</td>
                            <td>${invoice.trandate}</td>
                            <td>${invoice.duedate}</td>
                            <td>${invoice.currency}</td>      
                            <td>${invoice.fxamountremaining?string.number}</td> 
                 </tr>
  </#list> 
  
              

• Hiding Invoices With Dunning Procedures

  You can hide the invoices that have dunning procedures if you do not want them included in the list.

  The following sample code snippet includes only those invoices that do not have a dunning procedure assigned:

                <#list invoicelist as invoice>
                  <#if invoice.custbody_3805_dunning_procedure == "">
                                  <tr>
                                    <td>${invoice.tranid}</td>
                                    <td>${invoice.memo}</td>
                                    <td>${invoice.trandate}</td>
                                    <td>${invoice.duedate}</td>
                                    <td>${invoice.currency}</td>      
                                    <td>${invoice.fxamountremaining?string.number}</td> 
                                  </tr>
                  </#if>
  </#list> 
  
              

• Showing all Invoice Groups

  The following sample code snippet includes all invoice groups to be dunned:

                <#list invoicegrouplist as invoicegrouprecord>
             <tr>
                 <td>Invoice Group #${invoicegrouprecord.invoicegroupnumber}
                 <#if invoicegrouprecord.custrecord_dl_ig_dunning_procedure!="">*
                 </#if>
               </td>
             </tr>
             <#list invoicelist as invoice>
                 <#if invoice.groupedto==invoicegrouprecord.invoicegroupnumber>
                  <tr>                  
                   <td>${invoice.tranid}
                     <#if invoice.custbody_3805_dunning_procedure !="">*</#if>
                   </td>
                   <td>${invoice.memo}</td>
                   <td>${invoice.trandate}</td>
                   <td>${invoice.duedate}</td>
                   <td>${invoice.currency}</td>      
                   <td>${invoice.fxamountremaining?string.number}</td>
                 </tr>
              </#if>
          </#list>
       </#list> 
  
              

• Hiding Invoice Groups With Dunning Procedures

  You can hide the invoice groups that have dunning procedures if you do not want them included in the list.

  The following sample code snippet includes only those invoice groups that do not have a dunning procedure assigned:

                <#list invoicegrouplist as invoicegrouprecord>
          <#if invoicegrouprecord.custrecord_dl_ig_dunning_procedure == "">
              <tr>
                  <td>Invoice Group #${invoicegrouprecord.invoicegroupnumber}</td>
             </tr>
             <#list invoicelist as invoice>
                 <#if invoice.groupedto==invoicegrouprecord.invoicegroupnumber>
                  <tr>                  
                   <td>${invoice.tranid}
                      <#if invoice.custbody_3805_dunning_procedure !="">*</#if>
                   </td>
                   <td>${invoice.memo}</td>
                   <td>${invoice.trandate}</td>
                   <td>${invoice.duedate}</td>
                   <td>${invoice.currency}</td>      
                   <td>${invoice.fxamountremaining?string.number}</td>
                 </tr>
              </#if>
          </#list>
       </#if>
  </#list> 
  
              

General Notices