Open receivables at a glance

Overview

The "Dunning" area in the main navigation is your command center for open receivables: metrics at a glance, all ongoing dunning cases with filters – and a forecast of which dunning notices are coming up next.

The four metrics

At the top of the page, four cards summarize the situation:

• "Active dunning notices": the number of invoices currently at a dunning level.
• "Open amounts": the sum of open receivables from active dunning notices (per currency).
• "Dunning hold active": paused dunning cases – they are waiting for your decision.
• "Uncollectible": receivables that have passed through the final dunning level without success.

The "Active dunning notices" tab

For each case, the list shows the invoice number, customer, open and paid amount, the current level, accumulated dunning fees, the dunning-hold status, the due date and the reason. With the filters you can narrow things down precisely:

• "Search customer" – all cases of one customer
• "Dunning level" – for example all cases at the final dunning notice
• "Period" and "Status" – narrowing by time and by subject

A click on a row opens the "Dunning details" with the complete dunning history (which level was sent when and how) and the actions "Stop dunning" and "Void invoice".

The "Forecast" tab

The forecast looks ahead: it lists all overdue invoices with the current and next level, the date of the next dunning notice and the number of days remaining. This way you see which customers will receive a dunning notice in the coming days – and can intervene beforehand, for example with a call or a dunning hold. Details in the article "Analyzing dunning statistics".

Open items outside dunning

• The invoice list ("Invoices" area) filters by status – overdue invoices appear there with the corresponding status, even if they are not (yet) at a dunning level.
• The dashboard on the home page shows the sum of open invoices as a metric in the overall context.

Recommended routine

1. Check the forecast weekly – who is facing the next escalation?
2. Regularly decide on cases with a dunning hold: resume, void or keep waiting.
3. Close uncollectible cases promptly – see "Debt collection and external providers".

Next steps

• Dive deeper into metrics and forecast – see "Analyzing dunning statistics"
• Suspend individual cases – see "Pausing or suspending dunning"