Step 1. Navigate to the Dunning Process setup page
Go to Setup > Templates > Dunning. This will bring you to the list of available dunning processes in the system.
Step 2. Open an existing process or create a new one
Click an existing process and click Edit or create a new one by clicking New. The process details page is displayed. The attributes for the process can be filled in.
|Dunning Interval Name||Unique name for the dunning process.|
Status of the process. Available options are:
|Interval Days||Days after invoice closure and approval when the notification will be sent.|
|Email Template||E-mail template that will be used for sending the notification to the e-mail on file of the account/billing profile.|
There can be more than one Interval Days and Email Template combinations depending on how many times a notification will be sent.
Click Submit when done to save the dunning process.