Automated collections, without sacrificing relationships.
A lightweight NetSuite module that automates payment reminders and credit control, while giving you control over how each customer account is handled.
Chasing payments shouldn't take over your finance team.
Manual credit control is time-consuming and inconsistent. Finance spends hours chasing unpaid invoices, toggling customer holds to let sales go through, and managing uncomfortable conversations with valued clients.
Our Dunning module is useful where standard collections processes don't give you the level of automation or control you need. It runs inside NetSuite, using your existing customer and transaction data.
What it is
A NetSuite-native dunning module for customer collections, developed by our team. It automates reminders for each overdue range you define and applies credit-hold rules, with exceptions for the accounts that need a personal touch.
Delivered as: a scoped implementation, configured to your collections process.
What the module does.
- Overdue ranges that you set, each identified by its own saved search
- Automated dunning cycles, with workflows that send the right email template for each range
- Branded email templates tailored to your business
- Credit-hold logic: the final overdue range can email the customer and place the account on credit hold
- Flexible exclusions for key accounts and sensitive relationships
- Internal reminders and reporting for your finance team
- A central dashboard showing outstanding balances and follow-up actions
Common uses
- Finance teams spending significant time on manual chasing
- Inconsistent reminder timing or wording between staff
- Customer holds that are switched on and off manually
- Businesses with key accounts that need different handling
Consistent collections, with you in control.
Define
Agree your overdue ranges, templates, hold rules and exclusions.
Identify
Saved searches find the invoices in each overdue range.
Remind
Workflows send the matching email template automatically.
Act
The final range triggers credit hold; your team sees everything on the dashboard.
Gusbourne: debtor days down, relationships protected.
After we delivered NetSuite Premium Manufacturing and a Phase 2 WMS rollout, English wine producer Gusbourne returned for a tailored demonstration and implementation of our Dunning module, including automated dunning cycles, branded templates, internal reminders, a central dashboard, customer-hold logic and exclusions for key accounts.
The result was less manual effort, more consistent outreach and better visibility of outstanding balances and follow-up actions.
The process of chasing payments has become far less time-consuming, while giving us complete control over individual customer accounts. Since adopting the system, our debtor days have reduced significantly, leading to a marked improvement in cash flow.
Scoped to your process.
Like all our modules, Dunning is delivered as its own scoped implementation, then supported by our UK-based team. We'll configure it around your overdue ranges, communication style and credit control policy.
Related pages.
This site is in development and this page will be updated shortly.
Talk to us about credit control
Tell us how you chase payments today and we'll show you how the Dunning module could help.