Invoicing settings
Overview
This page maintains the dunning levels — the basis of the dunning run. Without them, the run marks invoices as overdue but creates no reminders.
Core tasks
Create levels. Every level carries:
| Field | Meaning |
|---|---|
| Level | the order — 1 before 2 before 3 |
| Label | what the level is called (payment reminder, first reminder, …) |
| Days after due date | when it takes effect |
| Dunning fee | a fixed amount |
| Default interest % | percent on the outstanding amount |
| Brand | empty = applies to every brand |
| Active | whether the level is considered in the run |
Choose the intervals sensibly. The days after due date are the real lever. Intervals that are too short annoy customers who would have paid anyway; too long forgo liquidity. A first level without a fee — a plain reminder — costs nothing and settles most cases.
Differentiate per brand — or not. Left empty, the level applies everywhere. That is the normal case; brand-specific levels only pay off where payment practice genuinely differs.
Fields in detail
The What it does column answers what changes in the system — not what the field is called. The grey name behind the label is the API field: the same thing runs under that name through automation, import and AI tools.
Dunning level
The levels form the escalation: level 1 reminds, level 3 threatens. A dunning run takes, per invoice, the highest level whose deadline has passed.
| Field | Required | Values / format | What it does |
|---|---|---|---|
Level level | yes | whole number from 1 | The position in the escalation. The order follows this number, not the order of creation. |
Label label | yes | text, max. 100 characters | What the level is called on the document and in the list ("Payment reminder", "First reminder"). |
Days after due daysAfterDue | yes | 0 or more | When this level applies, counted from the invoice's due date. The gap between levels is the rhythm of the escalation. |
Fee feeAmount | no | amount | Dunning fee for this level. Placed as its own line on the dunning document. |
Default interest % interestPercent | no | percentage | Annual interest on the outstanding amount from the due date. Calculated to the day. |
Brand brandId | no | one of your brands | Limits the level to one brand — for houses that dun differently per brand. Empty means for all. |
Active active | no | yes/no | Off means the dunning run skips this level. The way to suspend a level without tearing the ladder apart. |
Settings & permissions
- Module
module.invoicing. - Permission
invoicing.config.managefor the levels,invoicing.dunning.managefor the
run.
- The due date itself does not come from here but from the invoice's payment term, see
Payment terms. The levels count from that due date.
- Deactivate rather than delete — reminders already created stay untouched.
FAQ & troubleshooting
The dunning run marks invoices but creates no reminders. Then active dunning levels are missing — or the days after due date have not been reached yet.
One brand is never dunned. Check whether a brand-specific level exists and whether a cross-brand one does. One of the two has to apply.
The default interest has no effect. It is a percentage of the outstanding amount. If part has already been paid, it comes out correspondingly smaller.
We want to start with a plain reminder. Create a first level without a fee and without interest. The tone of the reminder comes from the template, not from this table.