Catacloud does not have automatic dunning, but you can follow up an unpaid invoice manually via the Follow up function. There you choose between Payment reminder, Dunning notice (with optional fee and interest) or Debt collection.
How to follow up an invoice
Go to Invoicing → Invoices.
Click the Actions menu on the right of the invoice in the list, or open the invoice itself.
Select Follow up. The "Follow up invoice" dialog opens.
Select the type of follow-up and how it should be sent (see below), and click Create.
Types of follow-up
Payment reminder – a friendly reminder about an outstanding payment, without a fee. Choose between Send as email or Print locally (PDF).
Dunning notice – dunning with optional fee and interest. You can turn on Use dunning fee and enter an amount in NOK, and/or turn on Add interest. Choose between Send as email or Print locally (PDF).
Debt collection – forwards the case to debt collection. If you have entered an email address under Administration → Invoicing → Interest and fees → Debt collection email, the notification is sent there – otherwise the case is forwarded to Catacloud's debt collection partner.
For a payment reminder or dunning notice you can also turn on Send SMS notification, so the customer gets a text message as well.
Tip: You can set a default fee for business and private customers under Administration → Invoicing → Interest and fees, so the amount is filled in automatically when sending a dunning notice.
Want to add your own text? You can't write your own text on a payment reminder or dunning notice. Instead, choose Print locally (PDF), click Create and download the PDF. Send it to the customer in a regular email with the text you want.
See the follow-up in the invoice list
After a follow-up, the invoice gets the status Reminder or Debt collection in the Status column under Invoicing → Invoices. Click the arrow on the left of the invoice to see linked dunning notices and debt collection cases with their own due dates, fees and interest. In the Delivery log (the icon next to the delivery method) you can see when any payment reminders were sent.
See also
When should you contact us?
Contact us in the chat if the follow-up is not sent or the debt collection case doesn't get through. Provide:
Client name and customer name
Invoice number and which type of follow-up you tried to send
Screenshot of any error message