Dunning
Dunning in Aria refers to the business process that collects overdue payments from customers. It is triggered when a customer has not paid their invoice by the due date.
- Assign a Master Plan Instance to a Dunning Group
- Users can assign a Master Plan Instance to a dunning group from the Dunning Group Details screen. A Master Plan Instance already in dunning cannot switch to a different dunning group.
- Create a New Dunning Group
- This article explains how to create a new dunning group. It walks through entering the group's details, assigning a dunning process, and selecting the Master Plan Instances to include.
- Dunning Groups
- Dunning groups let you cluster Master Plan Instances so they share one dunning process and suspend together at the final step. Instances in the same group can also carry different billing intervals or payment methods, but a problem with one will still trigger suspension of the others.
- Dunning States
- A Plan Instance can be in one of three dunning states: In Progress, Completed, or None. Users can view and manually edit this state from the Plans screen, choosing a new dunning step and schedule for collection actions.
- Manage Dunning Groups
- This article explains how to manage dunning groups. It covers how to create, edit, and delete a dunning group from the Dunning Groups screen.
- Reassign a Master Plan Instance to a Different Dunning Group
- Users can reassign a Master Plan Instance from one dunning group to another using the Dunning Group Details screen. A plan cannot be moved if it is currently in dunning status.