@Clarisa De Torres-Oracle , Thank you. Given that, it appears that the criteria for Level rule Days Overdue =1; will not generate recurring monthly reminders after the first instance? For example, an invoice that is currently past due 10 days received a Dunning letter this month when the dunning level and procedure was…

Hi @Clarisa De Torres-Oracle , This has been sorted. Thank you for your responses. It is a Customer dunning procedure, I created a new procedure and bulk assigned it to the customer. When I re- run the customer evaluation, it then worked. My assumption why it didn't worked in yesterday run is because of the inactivated…

Thanks for your response, however this involves hundreds to thousand customer records. Can that be done via csv update?