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Dunning rules tell adorabl when to follow up on overdue invoices. Each step runs once per invoice, in order, based on how many days past due the invoice is.

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Open dunning setup

1

Navigate to dunning reminders

  1. Open Settings → Finance, or Accounts Receivable setup and click Dunning / collections cadence.
  2. Open Dunning reminders (under Finance setup → AR and AP automation).
You can also reach this from Receivables setup.

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Configure a rule

1

Name and enable the rule

  1. Enter a Rule name — for example, Standard collections.
  2. Turn Enabled on. When off, adorabl skips this rule during the daily collections run.
2

Add reminder steps

Each step defines one reminder sent after the due date:
  1. Set Days past due — for example, 3 for a first reminder three days after the due date.
  2. Channel is email for all steps today.
  3. Set Template to identify which message to send (for example, reminder_1).
  4. Click Add step for additional reminders — a common cadence is 3, 14, and 30 days past due.
  5. Click Save rule.

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Example cadence for Trail Ridge Outfitters

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Multiple rules

If you have more than one rule, use the rule tabs at the top of the page to switch between them. Click New rule to create a separate cadence — for example, stricter follow-up for high-balance accounts.
Dunning runs against open invoices in the organization you have selected. Confirm the correct organization before saving rules.

Collections and dunning

Day-to-day collections workflow on overdue invoices.

Receivables setup

Full AR setup checklist.