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Dunning/Payment Overdue Email Template Example

Table of Contents

Summary #

Email templates are used to notify account contacts and users when system events such as dunning, billing and invoicing activities occur (e.g. an email sent when payment is overdue). Email templates can be configured with variables to provide dynamic data in email messages (e.g. a contact’s name, account id, account balance, etc.).

In this example, we will create an email template that sends email notifications to the billing contacts of accounts that are in a past due state.

For additional details on the fields presented on the email template screen see the Email Templates Screen screen help article.

Prerequisites #

  • SMTP settings must be configured in order for the system to send out emails

Sample Configuration #

  1. Log into the LogiSense Billing application
  2. Click on the Setup menu, then Extensibility
  3. Click on Templates, then Email
  4. Under the Email Templates heading, click the icon to add an email template
  5. Fill out the required fields. Be sure to select Dunning as the Template Type and check the Active box
  6. In the Body portion of the template enter a greeting then drop down the Variables option, expand Billing Contact then select the First Name and Last Name variables.
  7. Continue your message and select the Account Overdue Balance from the Variables → Account drop down to display the account’s current balance due in notification email
  8. Finish the body of the email with the rest of your notice. When you are done, click the Save button

You can now add a ‘Send Notification’ level to a dunning rule and select the new Overdue Account template on the level.

Setup / Finance / Dunning Process / Dunning Rules

When an account is overdue and the dunning rule above is applied to the account, the overdue email will be sent so long as the bill run that bills the account has the ‘Run Dunning Process’ setting enabled.

Next Steps #

lsb-configuration-process