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Credit and Collections module - due date and dunning letters

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Posted on by Miranda van der Valk

Good afternoon,

In D365 in the Credit and Collections module I have posted all dunning letters for a customer with the sales ledger parameter create dunning letter per Customer.

Now I want to send a new dunning letter 1 for an invoice that was not due at the moment the first dunning letter was send, but this is not possible. It is possible when I change the sales ledger parameter to create dunning letter per Transaction.

But is should be possible to create a new dunning letter code when an invoice is due, so why is this not possible with the set up Create dunning letter per Customer and how can I solve it?

Thank you in advance for your help.

Kind regards,

Miranda

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SREEPRIYA KOLAGANI on at

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RE: Credit and Collections module - due date and dunning letters

Hi Miranda,

Please refer this document to understand the create dunning letter per Customer vs. per Transaction https://docs.microsoft.com/en-us/dynamics365/finance/accounts-receivable/tasks/process-collection-letters

If collection letters are set up at the transaction level, multiple letters might be generated for a customer, based on transaction aging. If transactions appear in different letter sequences, separate collection letters will be generated for each group of overdue transactions for the customer.

Collection letters can also be set up at the customer level. In this case, the collection letter code for each transaction is tracked, but collection letter processing will be based on a single collection letter level that is stored for the customer. The single collection letter will contain all the transactions that are overdue for the customer. Because the grace days are now tracked at the customer level, the next collection letter won't be sent until the number of grace days has passed for the next collection letter in the sequence, even though transactions became overdue after the last collection letter was sent. This option helps reduce the number of collection letters that you must send to each customer.

Regards,

Sreepriya.

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Miranda van der Valk on at

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RE: Credit and Collections module - due date and dunning letters

Hi Ludwig,

Please find below the customer transactions, it says that there is a dunning letter for invoice 207709 but it is not shown on all dunning letters:

If I click on the collections and go to view collections history I see nothing and under collections detail I see the collections status, but not if the dunning letter was send or had an error.

Thank you in advance for your reply.

Kind regards,

Miranda

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Ludwig Reinhard Microsoft Employee on at

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RE: Credit and Collections module - due date and dunning letters

Good morning Miranda,

Can you share details of your customer transaction(s)?

Simply click on the customer transactions form, select the record / invoice you refer to and open the collections tab.

There you can see details of the current collection status and identify when the last collection letter was created, whether new collection letters are stopped, etc.

Best regards,

Ludwig

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André Arnaud de Cal... 297,316 Super User 2025 Season 2 on at

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RE: Credit and Collections module - due date and dunning letters

Hi Miranda,

When you create a letter per customer, it will show the highest level for the whole letter. On the customer transaction it will, however store then dunning letter 1 if it was the first reminder. If you want to have the newly due invoice reminded separately then indeed you need to do it per transaction.

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