The Invoicing module includes integrated dunning functionality. For invoices with outstanding amounts you can create, edit, and send reminders directly from the invoice overview.
Note: Dunning levels (title, text, dunning fees) are configured under Administration > Billing > Dunning levels.
Creating a Reminder
Open the relevant invoice and select the option to create a new reminder. The form is pre-filled with data from the invoice.
Dunning Level and Address
Dunning level: Automatically pre-set to the next unused dunning level. You can adjust the level manually – the title and texts update accordingly.
Address for pre-filling: Select one of the stored customer addresses. The address field below is filled accordingly and can be adjusted manually.
Title: Pre-filled from the dunning level title, max. 64 characters. Can be changed individually for this reminder.
Date and Term of Payment
Date: Issue date of the reminder.
Term of payment: Number of days until the new due date. The calculated due date is displayed next to the input field.
Texts and Open Amount
Above text: Free text above the amount block, with placeholder support (e.g. invoice date, customer number).
Open amount: Pre-filled from the invoice (outstanding amount minus already charged reminder amounts). The field is editable.
Bottom text: Free text below the amount block, e.g. for bank details or contact information.
Default Interest and Damage Caused by Delay
Both fields are optional and can be activated via checkbox.
Default interest: After activation, enter the interest rate (%) and the period of delay. ZEP calculates the interest amount automatically using the effective interest method (exact day count per calendar year). The period of delay starts by default on the day after the original invoice due date.
Damage caused by delay: Allows entry of up to two damage items with free text and amount (e.g. reminder fee, information costs). Amounts are specified in the invoice currency.
Saving and Sending a Reminder
Two buttons are available at the bottom of the form:
Save: The reminder is saved and can be edited later.
Save and send email: The reminder is saved and sent directly by email from ZEP. This option is available if:
The invoice has an email address stored
The ZEP mail client is activated under Administration > System > Email
The invoice is neither cancelled nor in correction mode
Tip: Under Administration > Billing > Mail templates you can customise the reminder mail template and send a test email.