> ## Documentation Index
> Fetch the complete documentation index at: https://www.adorabl.info/llms.txt
> Use this file to discover all available pages before exploring further.

# Collections & dunning

> Follow up on overdue invoices and manage collections.

Collections in adorabl combines **overdue invoice visibility**, **automated dunning reminders**, and **pay links** so you can recover cash without leaving the ERP platform. There is no separate collections queue screen today — you work from invoice and customer records plus dunning configuration.

## Prerequisites

Before collections run effectively:

* [Invoices](https://www.adorabl.info/accounts-receivable/invoices-and-adjustments.md) are **posted** with correct due dates.
* Customers have a valid **email** on their record. See [Customers](https://www.adorabl.info/accounts-receivable/customers.md).
* [Dunning rules](https://www.adorabl.info/accounts-receivable/setup/dunning-rules.md) are configured and **enabled**.
* Optional: Online pay links are enabled for your organization.

| Prerequisite | Why |
| - | - |
| Posted open invoices | Draft invoices are excluded from dunning |
| Customer email | Email channel delivers reminders |
| Enabled dunning rule | Daily job skips disabled rules |

## How dunning works

| Concept | Behavior |
| - | - |
| **Due date** | Anchor for "days past due" on each step |
| **Dunning rule** | Named cadence with ordered reminder steps |
| **Step** | Sends once per invoice when days past due ≥ step offset |
| **Dunning log** | Audit trail of sent reminders per invoice and step |
| **Pay link** | Optional URL included in reminder emails for online payment |

adorabl runs a **daily dunning job** (workflow) that evaluates open overdue invoices, respects pause flags, and sends each step at most once per invoice.

## Configure dunning rules

**1. Open dunning setup**

1. Open **Data & Admin → Settings** (or the Finance setup gear).
2. Navigate to **Dunning reminders** — path: `/setup/finance/dunning`.

You can also reach this from [Receivables setup](https://www.adorabl.info/accounts-receivable/setup/receivables-setup.md) → **Dunning / collections cadence**.

**2. Define reminder steps**

For each step, set:

| Field | Example |
| - | - |
| **Days past due** | 3, 14, 30 |
| **Channel** | Email (additional channels coming later) |
| **Template** | `reminder_1`, `reminder_2`, `final_notice` |

Steps run in order. Step 2 does not send until step 1 has fired (when offsets are sequential).

**3. Enable and save**

Toggle **Enabled** on, click **Save rule**, and confirm the rule appears in [Receivables setup](https://www.adorabl.info/accounts-receivable/setup/receivables-setup.md) as configured.

## Work overdue invoices

**1. Find overdue invoices**

1. Open **Invoices & Adjustments**.
2. Sort or filter by **Due date** and **Status** (**Open**, **Partial**).
3. Check the dashboard **Open AR** KPI for overdue count and dunning-active flag.

Payment prediction hints on the invoice list highlight invoices likely to pay soon versus those needing outreach.

**2. Review dunning on an invoice**

Open an overdue invoice and scroll to the **Dunning** panel:

* Sent steps with timestamps
* Pay link URL when generated
* **Pause dunning** toggle for disputes or payment plans

**3. Pause at customer level (optional)**

For account-wide holds, open the [customer record](https://www.adorabl.info/accounts-receivable/customers.md) and enable **Pause dunning**. All invoices for that customer are skipped until you turn it off.

**4. Collect payment**

Send the customer a **pay link** from the invoice, or record receipt in [Incoming payments](https://www.adorabl.info/accounts-receivable/incoming-payments.md). When balance due reaches zero, dunning stops automatically.

## Example: Trail Ridge Outfitters

Trail Ridge configures **Default cadence**:

| Step | Days past due | Template |
| - | - | - |
| 1 | 3 | `reminder_1` |
| 2 | 14 | `reminder_2` |
| 3 | 30 | `final_notice` |

Invoice **INV-1039** to Aspen Sports Co. (\$2,140.00) due February 15:

* February 18 — step 1 email with pay link
* March 1 — step 2 email
* March 17 — step 3 final notice

Aspen pays on March 20. Trail Ridge records [incoming payment](https://www.adorabl.info/accounts-receivable/incoming-payments.md) **PMT-2198**; invoice status → **Paid**; no further steps send.

For a goodwill dispute on INV-1022, collections pauses dunning on that invoice only while customer service resolves the case.

## Dashboard signals

The [Dashboard](https://www.adorabl.info/getting-started/dashboard.md) **Open AR** card shows:

* Total open balance
* Overdue invoice count
* **Dunning active** when at least one enabled rule exists

Use this as your daily collections pulse before drilling into individual invoices.

## Related guides

> **[Dunning rules](https://www.adorabl.info/accounts-receivable/setup/dunning-rules.md)**
>
> Step-by-step dunning configuration reference.

> **[Invoices & adjustments](https://www.adorabl.info/accounts-receivable/invoices-and-adjustments.md)**
>
> Post invoices and generate pay links.

> **[Customers](https://www.adorabl.info/accounts-receivable/customers.md)**
>
> Maintain billing email and customer-level dunning pause.

> **[Incoming payments](https://www.adorabl.info/accounts-receivable/incoming-payments.md)**
>
> Close the loop when customers pay.

## Troubleshooting

> **Reminders not sending**
>
> Confirm the dunning rule is **enabled**, the invoice is **open** with balance due, due date is in the past, and neither the invoice nor customer has **Pause dunning** on. Verify the customer email is populated.

> **Same step sent twice**
>
> The daily job is idempotent per invoice step — duplicates usually mean two rules matched or manual testing re-ran the job. Check **Dunning log** on the invoice for step indices.

> **Pay link missing from reminder**
>
> Pay links must be enabled for the organization. Without them, reminders still send but omit the payment URL.

> **Email channel only — need SMS or mail**
>
> Additional channels are on the roadmap. Today all configured steps use **email**; update template keys to match your mail provider integration when available.

> **Invoice paid but dunning log still shows overdue steps**
>
> Historical log entries remain for audit. Status on the invoice header reflects current balance — no new steps send after payment posts.

> **Coming soon: dedicated collections worklist**
>
> A filtered collections queue (by aging bucket and owner) is planned. Until then, use Invoices & Adjustments filters and dashboard Open AR metrics as your worklist.


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