Dunning and overdue reminders
Dunning is the polite-then-firm chase for money a customer owes. WorkOSync groups your overdue invoices into reminder levels by how late they are, and sends an escalating message at each level, from a gentle nudge to a final notice. It runs off the same ageing you see in AR ageing, so the customers who most need chasing rise to the top on their own.
Dunning reads the ERPNext engine when it is connected and falls back to demo data when it is not. Reminders are queued to the customer's contact email through the engine's email queue, or opened in your mail client when the engine is not connected, the same mechanism as Send Overdue Notice in Invoicing.
The dunning workspace
Open Run then Dunning, or go to /dunning. The page is titled Dunning with the subtitle "Escalating reminders for overdue invoices". KPI tiles: Overdue total, Overdue invoices, Due a reminder today and Oldest overdue (the most days past due). The list shows one row per overdue invoice with the customer, the amount outstanding, the days past due, the current reminder level and when the last reminder went out.
Reminder levels
Dunning escalates through levels keyed to days past the due date. Each level has its own tone and message, so the chase gets firmer the longer an invoice stays unpaid:
| Level | Days past due | Tone and message |
|---|---|---|
| Reminder | 1 to 7 | A friendly nudge: the invoice may have been missed, here is the pay link. |
| Second reminder | 8 to 14 | A firmer follow-up noting the invoice is now overdue and asking for a payment date. |
| Third reminder | 15 to 30 | A formal notice that the account is significantly past due. |
| Final notice | 30+ | A final demand before the account is escalated or placed on hold. |
Every reminder carries the invoice number, the amount due, the days overdue and the hosted pay link, so the customer can settle in one click. The thresholds above are the defaults; the point is the escalation, not the exact day counts.
Sending reminders
You can run dunning on demand (review the list and send the reminders that are due) or let it send automatically on each invoice's schedule. WorkOSync will not send the same level twice and will not chase an invoice that has been settled or had its reminders paused. Pausing reminders for one invoice, for example while a customer dispute is resolved, is done from the Reminders tab in the invoice preview; the dunning run then skips it until you resume.
Running a dunning cycle
- Review who is overdue
Open
/dunningand read the list, sorted by how late each invoice is and which reminder level it is due. - Hold anything in dispute
Pause reminders on invoices a customer is querying so they are not chased while you sort it out.
- Send the due reminders
Send the level each invoice has reached. Each message includes the amount, the days overdue and the pay link.
- Record what comes in
As payments arrive, record them in Payments or match them in Banking; settled invoices drop off the dunning list.