Plug-in: Dunning system

Download and install

Download the plug-in with the following download link and install it in your Vertec. The exact procedure is in the article Things worth knowing about the plug-ins described.

Requirements

• For this plug-in, the product line Expert is required.
• The supplementary class27 may not yet be in use unless it has the entry ID ClassSettingsZK27EMailTemplates and comes from the already loaded Plug-in report dispatch .

Application

This plug-in implements a dunning process directly in Vertec.

Through the Importing the plug-in the option appears on an invoice via right-click or the Actions menu Mahnungen erstellen . All dunning invoices can be viewed in the folder Dunning Overview and can be filtered by customer, project invoice number, dun Dunninglevel and dunning stop (see screenshot below). The folder is located in the root folder Invoicing under Dunning Process . The Dunning Process folder also contains the following subfolders:

• One folder per dunning Dunninglevel with two subfolders each containing all invoices that are still to be dunning or have already been dunned. The payment deadline can be found in the system settings in the Invoice section under Zahlungsfrist für Mahnungen (Tage) be defined.
• All invoices with dunning stop: Show all dunning stops. The dunning stop can be activated/deactivated in the list in the folder Overview dunning stops or directly on the dunning on the page More info .

Will the checkboxes Mahnstopp or Bezahlt checked, the reminder disappears (after reloading) from the list Overview reminders .

• Paid reminders are stored in the folder Bezahlte Rechnungen postponed.
• Reminders with dunning stop are placed in the folder Alle Rechnungen mit Mahnstopp moved and no longer appear in the Evaluations .

Alternatively, activating the dunning stop checkbox and entering the Dunninglevel is also possible on the page More info of a dunning in the section Dunning process :

Evaluations

The following folders are created under Invoice > Evaluation:

• Gemahnte Kunden : Contains all customers who have at least one outstanding dunning. The three Dunninglevels are shown in different colors.
• Ausstehende Beträge : Contains all outstanding invoices, whether dunning or not.

Send reminders by email

If you want to send reminders by email directly from Vertec, you must

• either the Plug-in report dispatch imported (see below)
• or at Integrated document storage on the page Document of the reminder via button Als E-Mail senden .

Note: The report delivery plug-in used to be called “Email Templates Plug-in”. This old version can no longer be combined with the current dunning plug-in. Therefore, to use both plug-ins, the new version of the report delivery plug-in must be used.

By importing the Report Sending plug-in, the option appears on a reminder via right-click or the Actions menu Mahnungen erstellen und senden .

This creates an email with the appropriate subject, text and the reminder as an attachment. The email is sent directly or stored in the Drafts folder in Outlook create- depending on the setting on the email template (Outlook or SMTP).

The reminder email template can be found in Settings in the folder Templates Report Dispatch folder, which was created by importing the Plug-ins Report delivery was created.

Example of a reminder sent as an attachment:

Technical information

Importing the plug-in creates the following objects: