Automated Dunning Process: Settings and Communication Dunning Process: Settings and Communication
Dunning Process: Settings and Communication
To successfully set up an automated dunning process, you must first activate the Automation package. This is the basic prerequisite for all further steps.
The frequency of reminders is based on the payment deadline, which you can configure individually. It is also important to define the communication channels through which reminders should be sent. You can use email and even postal mail, depending on what is most effective for your customers.
Creating templates for reminders is another crucial step. You can create different templates for different reminder levels to ensure that your communication always remains professional and appealing. Make sure the templates are personalized so you can address your customers’ individual needs.
You should also enable tracking so you can keep an eye on the status of reminders at any time. With these settings and the right automation, you can make your dunning process significantly more efficient.