Dunning letters
In plentymarkets, you can generate dunning letters as PDF files, for example if you want to print them or send them to your customers as an email attachment.
You can use dunning letters to remind your customers of outstanding payments after the payment period has expired.
1. Setting up a document template for dunning letters
Before generating dunning letters, you have to set up a document template. This is done in the menu System » Client » Select client » Locations » Select location » Documents.
For further information and instructions on setting up the document template, refer to the Order documents page of the manual.
2. Generating a single dunning letter
In plentymarkets, you can manually generate a single dunning letter directly in the order.
Generating a single dunning letter:
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Go to Orders » Edit orders.
→ The order overview opens. -
Select the order for which a dunning letter should be created by clicking on the Order ID.
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Open the Receipts tab.
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In the Create receipt drop-down menu, select the document Dunning letter.
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Carry out the settings according to Table 1.
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Save the settings to generate the dunning letter.
→ A PDF file containing the generated dunning letter opens.
Setting | Explanation |
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Date |
Set the date of the dunning letter. The present date is set by default. |
Number |
The document number is assigned automatically. No entry is required in this field. |
Book outgoing items |
Choose whether outgoing items should be booked after generating the dunning letter by selecting one of the options YES or NO. |
Change order status to status |
Select a status that should be applied to the order after generating the dunning letter. Choose the option No change if a status change is not desired. |
Variation ID |
Adding a Dunning charge requires creating a corresponding item including an item price. This item is then included as a separate entry on the dunning letter and displays the dunning charge. After having created this item, enter the ID of the main variation in this field. This variation is automatically added to all generated dunning letters. |
Comment |
Enter a text that is displayed below the item list on the dunning letter. This step is optional. |
3. Generating multiple dunning letters
If you wish to generate multiple dunning letters at a time, use the search filter in the Orders » Fulfilment menu to determine the orders for which dunning letters should be generated. In addition, a status change can take place after the dunning letters have been generated.
Generating multiple dunning letters:
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Go to Orders » Fulfilment » Generate dunning letters.
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Carry out the settings according to Table 2.
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Click on the gear-wheel icon to generate the dunning letters.
→ A PDF file containing the dunning letters for the previously selected orders opens.
Setting | Explanation |
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Order date |
Limit the orders for which dunning letters are generated by selecting a start and end date from the calendar. The orders from the chosen period of time are found. |
Order status |
From the list, select the status of the orders for which dunning letters should be generated. |
Country |
Select a country to which the search should be limited or select the option ALL. |
Owner |
Select the owner responsible for the orders for which the dunning letters should be generated. Select ALL if dunning letters should be generated for all owners. |
Location |
Select a location for which the dunning letters should be generated. |
Warehouse |
Select one of the warehouses or the option ALL. |
Payment method |
Select a payment method or ALL. |
Sorting |
Determine how the generated dunning letters should be sorted. The options Order ID and Customer ID are available for different sorting methods. |
Change order status |
Select a status that should be applied to the orders after generating the dunning letters. |
Variation ID |
Adding a Dunning charge requires creating a corresponding item including an item price. This item is then included as a separate entry on the dunning letter and displays the dunning charge. After having created this item, enter the ID of the main variation in this field. This variation is automatically added to all generated dunning letters. |
Comment |
Enter a text that is displayed below the item list on all dunning letters. This step is optional. |