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How to fix Dunning 392827 Workflows?

edited Jun 2, 2025 2:39PM in Ask A Guru 4 comments

I have installed Bundle 392827 in Sandbox. I believe I have everything set up as far as a standard procedure, templates, level rules, etc.. I am setting it up by Customer/Client not by Invoice, do I need to set up both workflows; Customer Dunning WF Scheduler and Invoice Dunning WF Scheduler?

Also, I am trying to test the workflows. I am not sure if the workflow is running? When I go into the Dunning Email Sending Queue, nothing shows up. I created a test client and an invoice, no results for an email. I have it running daily, once a day. I am trying to produce an email so my AR department can see what it looks like.

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