How to set dunning exemption in Visma Net Financials

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

What is dunning exemption?

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 for collection. Dunning exemption at the invoice level removes the specific invoice from the dunning proposal, while dunning exemption at the customer level means that invoices to the customer (including future ones) will not appear in the dunning proposal.

Options for dunning exemption

📄How to set dunning exemption at invoice level

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1. Go to Menu, click Accounts Receivable and then AutoCollect
2. Select the Ready to send tab
3. Check the invoices you want to exempt — you can select all or individual invoices
4. Click Add selected invoices to dunning exemption

👤How to set dunning exemption at customer level

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1. Find the customer in the Ready to send tab
2. Click on the customer name
3. Enable Dunning exempt

See also: How to send invoices to AutoCollect from Visma Net Financials - How to find overview and history of cases in the Amili portal