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Prepare dunning

A prepared dunning system responds consistently and appropriately to overdue claims - with clear deadlines, texts, fees and escalation levels.

Prepare dunning

A prepared dunning system responds consistently and appropriately to overdue claims - with clear deadlines, texts, fees and escalation levels.

Why this point is crucial for key users

The key user transforms a sensitive exception process into a fair standard: X-ERP recognizes due dates, but tone and escalation remain a conscious company decision.

How to prepare for the process safely

  1. Clarify payment terms, goodwill and escalation path.
  2. Create successive reminder levels with appropriate texts.
  3. Define responsibility for checking and releasing a dunning run.
  4. Test different due dates, partial payments, credits and blocked partners.

Check before sharing

  • Stages and deadlines increase understandably.
  • Texts, fees and interest rates match the respective escalation.
  • Open items and partner exceptions are checked before dispatch.

What your team gets out of it

The team wins with consistency without harshness: every case follows a transparent, verifiable line.

In this chapter

Related topics

  1. For key users – understand and prepare processes › Finance › Prepare dunning › Dunning levels
  2. For key users – understand and prepare processes › Finance › Check data

Frequently asked questions

Why is preparing dunning important for key users?

The key user transforms a sensitive exception process into a fair standard: X-ERP recognizes due dates, but tone and escalation remain a conscious company decision.

What needs to be checked before release?

Levels and deadlines are understandably increasing. Texts, fees and interest rates match the respective escalation. Open items and partner exceptions are checked before dispatch.