Dunning process

In this article, you'll learn how to search for and export all unpaid voucher orders so that you can remind debtors of their unpaid invoices.

Process

1

In the menu of your e-guma Voucher System, select Vouchers -> Manage.

2

Click on the blue Search button on the left-hand side.

3

Enter the Order date as the cut-off date for overdue invoices you wish to use.

4

In the State field, click on the Not payed.

5

Click Search.

6

All voucher orders that have not yet been paid will be shown.

7

To export the data, click on the Excel icon at the top right.

8

Follow up and remind the buyers, contacting them by letter, e-mail, or phone using the exported data.

9

In any event, you should add a comment for each of the unpaid orders (such as "Reminder sent on 01.03.2018").

Delivering vouchers only once payment is received

You have the option of only issuing vouchers once the invoice has been paid and the order has been activated in your voucher system. This setting means that there is no need for you to take the trouble to send reminders.