How to set reminder exemption in Visma Business

This article explains how to set a dunning exemption at the invoice level or customer level.

What is a reminder exemption?

A dunning exemption can be used if you want specific invoices or customers not to appear in the proposal of items that can be sent to AutoCollect. A dunning exemption at the invoice level removes the particular invoice from the reminder proposal, while a dunning exemption at the customer level ensures that invoices for that customer (including future ones) do not appear in the reminder proposal.

How to set a reminder exemption at the invoice level

1. Find the invoice you want to exempt (for example, in the Dunning or Debt Collection proposal, or in All open items)
2. Press Ctrl + U to add the Reminder exepmtion column, if the column is not already visible
3. Find the invoice line you want to exempt, and click in the reminder exemption column
4. Click Exempt from reminder
5. Click Save

💡 Note: The debt collection exemption option applies to customers who use AutoCollect exclusively for debt collection and send debt collection notices themselves.

How to set a reminder exemption at the customer level

1. Find the customer cards in Visma Business (often located under Administration → Actors → Customers)
2. Search for the customer you want to exempt
3. Go to the General information tab
4. Double-click in the Customer pref field.
5. Check the box for Reminder exemption
6. Click Save

See also: How to send invoices to AutoCollect from Visma Business · How to write off an invoice that is with AutoCollect in Visma Business