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Dunning Module - Not Working

edited Jun 2, 2025 2:28PM in Ask A Guru 22 comments

Hello Gurus!

I set up the dunning module, and I have the following elements all completed, but nothing is generated when I look in the messages tab of the customer. And no email is sent to the set email account on customer.

  • Templates and Levels
  • Rules
  • Procedures - combined templates, levels, rules. Set to automatic. Choose subsidiaries all.
  • Customer record - procedure attached. Ensured email exists on customer record. Set to "to be emailed".
  • Invoices - created past due invoices to meet Rule thresholds
  • Workflow - is released, active, every half hour generation.

Any ideas? Below is the workflow screenshot.

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