Dunning system

This application is an Additional Feature . The corresponding config set can be found here .

Application

This additional feature implements a dunning process directly in Vertec.

By Importing the config set , the option appears on an invoice via right-click or the Actions menu Mahnungen erstellen. All dunning invoices can be viewed in the Dunning Overview folder and filtered by customer, project, invoice number, dunning level 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 level with two subfolders each containing all invoices that are still to be dunning or have already been dunning. The payment deadline can be found in the system settings in the section Invoice under Zahlungsfrist für Mahnungen (Tage) be defined.
• All invoices with dunning stop: Shows all dunning stop. The dunning stop can be activated/deactivated in the list in the Overview dunning folder 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 placed 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 .

The activator of the dunning stop checkbox and the entry of the dunning level is alternatively also possible on the page More info of a dunning in the section Dunning process :

Evaluations

The following folders are created under Invoicing > Evaluations:

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

Send reminders by email

If you want to send reminders by e-mail directly from Vertec, you must

• either the Additional Feature Report Dispatch can be imported (see below)
• or with Integrated document storage on the page Document of the dunning via button Als E-Mail senden.

Note: The additional feature Report Sending used to be called “Email Templates”. This old version can no longer be combined with the up-to-date additional feature Dunning. Therefore, to use both additional features, the new version of the Config set Report Sending must be used.

By Importing the config set Report Dispatch, the option appears on a reminder via right-click or the Actions menu Mahnungen erstellen und senden.

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

The e-mail template of the reminder can be found under Settings in the Templates Report Dispatch folder, which was created by importing the Additional Feature Report Dispatch .

Example of a reminder sent as an attachment:

Requirements and Download

• For this feature, the product line Expert is a prerequisite.
• The additional class27 may not yet be in use unless it has the Entry Id ClassSettingsZK27EMailTemplates and comes from the already loaded Additional Feature Report Dispatch .

Important information before importing can be found in the article Interesting facts about the additional features . The exact import process can be found in the Articles about the config sets .

Download the additional feature with the following download link:

The following objects are created by importing the config set: