Dunning
Use this feature to map your dunning processes to Vertec
How this feature creates benefits
With the “Dunning” feature, you can map your receivables process directly in Vertec – from identifying overdue invoices to sending structured reminders. You gain transparency over open items, reduce outstanding amounts and standardize your communication. Thanks to clear folders, different dunning levels and optional email sending, you professionalize your receivables management without external tools.
- Fast cash flow through clear, multi-stage dunning process
- High transparency via overviews, controlling folders and filters
- Efficiency gain thanks to automated creating and optional sending of reminders from Vertec
How it works
With the additional feature "dunning", you can create a structured dunning process and centrally control dunning levels, deadlines and dispatch.
- Invoices can be reminded directly in Vertec with several dunning levels
- Open, reminded or stopped invoices are automatically moved to appropriate folders
- Dunning processes can be started via actions (“Create reminders”) and filtered by customer, project or dunning level level
- Controlling folders provide overviews of reminded customers and outstanding amounts
- Reminders can optionally be printed or sent directly by email (via report dispatch)
Knowledge Base Articles
Prerequisites
Module “Services & CRM”
Related features
Invoicing, Supplier Invoices and Cost Accounting
Frequently asked questions
Can I create multiple invoice addresses in Vertec?
Yes, this is possible. If, for example, several departments in your customer's company receive invoices from you, you may allocate different invoice addresses.
Is Vertec a suitable billing software for service providers?
Yes, because Vertec has been developed specifically for service providers. When invoicing, you can still edit the services to be invoiced, and you can invoice both at fixed prices and depending on expenditure (hours and material). Of course, you can also invoice travel expenses and other expenses, too.
Can the invoice amount be reduced later by a deposit?
In the course of billing, Vertec takes account of advance payments. It automatically checks whether services or invoice amounts, such as expenses or outlays, have been recorded on a project. After the billable items on a project have been reviewed and approved, they are taken into account in the invoicing just like the advance payment.
Can invoices be sent by email?
Vertec can be configured with individual text templates for emails. Invoices are attached as PDF files.
Can I map my dunning system with Vertec?
You can set a dunning level and have them calculated manually or automatically. For example, if you want to set dunning level 1 after 14 days, open payments after this period can be marked accordingly. In addition, you can create dunning letters directly in Vertec and send them to the customer. With the function dunning, you can easily map the dunning process in Vertec.
What options does Vertec offer for invoicing?
Using Vertec, services can be charged according to various recording options.
- Billing by time
- Settlement of lump sums
- RVG calculation (Germany)
- Caps (reduced quotas)
Also, helpful is the splitting of invoices, within which the total of an invoice is distributed over several recipients. As for e-billing, Vertec works with the LEDES and XRechnung (Germany) formats.
How can I test Vertec without obligation?
You may test Vertec for 30 days free of charge and without obligation in your personal test environment.
Start your free trial now.
