Chasing payment — statements and dunning

Two instruments, one for information and one for pressure. The Customer Statement (§3.9) shows a customer their own recent history — most collection problems are really information problems, and a statement settles them. Dunning is the systematic reminder: reminder runs work through customers with overdue balances, in levels of increasing firmness, and each run is recorded on the customer's record under its Dunning History tab — what was sent, at what level, and when — so anyone picking up the phone knows exactly what the customer has already been told. Dunning can run automatically on a schedule your company sets, with a minimum amount below which nobody is chased for pennies; a customer can be excluded entirely with the Block dunning flag on their record (a disputed account, a customer in difficulty you are handling by hand).