Dunning is the process of methodically communicating with customers to ensure the collection of accounts receivable. In QuotingBill, you can set reminders with our base reminder template or even create your own using Messages. Let's get into how it all works.

Reminders consist of the following

• Days after due
• actions

The days after due is the amount of days after an invoice is due that you want to trigger the current reminder. If your invoice due date is the 15th and you set a Dunning reminder with days after due being 5, the reminder will trigger on the 20th.

The actions refer to any type of action that you want to execute when the reminder is triggered. For example you can add a message to be sent which is the most typical form of using the dunning reminders.

To create a reminder hit the green button on the top right and provide the name and days after due

For the action section you can choose which actions you want to execute upon the reminder being triggered.

Note: For the message action, all messages that will be available to choose from will be the default Payment Reminder message and any newly created message template that has the "Customer" type.

Upon clicking the arrow icon for any reminder on the list, you can edit your reminder.