Documentation: Adding a Dunning Email

Clicking  on the Dunning Emails screen allows you to add Dunning Emails to Azimio using the Add Email screen, shown in the following illustration. Use the steps below to add a Dunning Email to the system.

 

  1. Enter the number of Due Days at which point the Dunning Email will be sent to a Customer once an Invoice becomes overdue in the Due Days text field. This is a required entry.
  2. Enter a Subject for the new Dunning Email in the Subject text field. This is a required entry.
  3. Enter the text for the body of the Dunning Email in the Text text box.
  4. Select the appropriate Merged Fields from the Merged Fields list to populate the HTML text box.
  5. Click  to save the new Dunning Email to the system.

 

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