--- title: "Stop Chasing, Start Collecting: Making the Dunning Process Work for You" description: Demand Planning in NetSuite image: https://blog.maayins.com/hubfs/ChatGPT%20Image%20Aug%2017%2c%202025%2c%2010_56_02%20AM.png --- [![Maayins](https://blog.maayins.com/hubfs/Maayins_logo_white-1.png)](https://maayins.com/) - [Home](https://maayins.com/) - Our Services ### Our Services End-to-end NetSuite & Salesforce solutions for every stage of your journey. [Free Consultation](https://maayins.com/support) [Implementation Services](https://maayins.com/implementation-services) [Support Services](https://maayins.com/support-services) [Integration & Automation](https://maayins.com/integration-services) [Custom Development](https://maayins.com/custom-development) [Managed Services](https://maayins.com/managed-services) [Business Intelligence](https://maayins.com/business-intelligence) - Our Products ### Our Products Purpose-built tools to extend your NetSuite and Salesforce capabilities. [Explore Products](https://maayins.com/netxcel) [NetXcel](https://maayins.com/netxcel) - Company ### Company Learn who we are, what drives us, and find opportunities to join the team. [About Maayins](https://maayins.com/about-us) [About Us](https://maayins.com/about-us) [Why Us](https://maayins.com/why-us) [Careers](https://maayins.com/careers) - Resources ### Resources Resources, guides, and insights to help you get the most from your ERP and CRM. [Visit Blog](https://blog.maayins.com/) [Blogs](https://blog.maayins.com/) [Success Stories](https://maayins.com/success-stories) [Help Center](https://maayins.com/help) - [Contact Us](https://maayins.com/support/) - [Home](https://maayins.com/) - Our Services [Implementation Services](https://maayins.com/implementation-services) [Support Services](https://maayins.com/support-services) [Integration & Automation](https://maayins.com/integration-services) [Custom Development](https://maayins.com/custom-development) [Managed Services](https://maayins.com/managed-services) [Business Intelligence](https://maayins.com/business-intelligence) - Our Products [NetXcel](https://maayins.com/netxcel) - Company [About Us](https://maayins.com/about-us) [Why Us](https://maayins.com/why-us) [Careers](https://maayins.com/careers) - Resources [Blogs](https://blog.maayins.com/) [Success Stories](https://maayins.com/success-stories) [Help Center](https://maayins.com/help) - [Contact Us](https://maayins.com/support/) [Skip to content](https://blog.maayins.com/demand-planning-in-netsuite#main-content) Aug 17, 2025, 12:05:42 AM # Stop Chasing, Start Collecting: Making the Dunning Process Work for You [Ankita Singh](https://blog.maayins.com/author/ankita-singh) Share: [facebook-f icon](http://www.facebook.com/share.php?u=https://blog.maayins.com/demand-planning-in-netsuite) [linkedin-in icon](http://www.linkedin.com/shareArticle?mini=true&url=https://blog.maayins.com/demand-planning-in-netsuite) [Twitter icon](https://twitter.com/intent/tweet?url=https://blog.maayins.com/demand-planning-in-netsuite) [pinterest-p icon](http://pinterest.com/pin/create/link/?url=https://blog.maayins.com/demand-planning-in-netsuite) [envelope icon](mailto:?body=https://blog.maayins.com/demand-planning-in-netsuite) Effective collections management is critical for healthy cash flow. Many businesses on NetSuite turn to the **Dunning SuiteApp** to automate payment reminders, and it does streamline follow-ups. But it is not the right fit for every collections process, and knowing where it stops helps you choose the right approach.   This guide covers what the Dunning SuiteApp is, how dunning levels and setup work, best practices, its limits, and when a [custom NetSuite dunning module](https://maayins.com/custom-development) built around your customers and credit policy is the better choice. ![netsuite-dunning-levels](https://blog.maayins.com/hs-fs/hubfs/netsuite-dunning-levels.jpeg?width=708&height=387&name=netsuite-dunning-levels.jpeg) **In this guide:** - [Key takeaways](https://blog.maayins.com/demand-planning-in-netsuite#key-takeaways) - [What is the Dunning SuiteApp?](https://blog.maayins.com/demand-planning-in-netsuite#what-is) - [Key features](https://blog.maayins.com/demand-planning-in-netsuite#features) - [How dunning levels work](https://blog.maayins.com/demand-planning-in-netsuite#levels) - [Setup and configuration](https://blog.maayins.com/demand-planning-in-netsuite#setup) - [Best practices](https://blog.maayins.com/demand-planning-in-netsuite#best-practices) - [Business impact](https://blog.maayins.com/demand-planning-in-netsuite#impact) - [Limitations of the SuiteApp](https://blog.maayins.com/demand-planning-in-netsuite#limitations) - [When a custom dunning module fits better](https://blog.maayins.com/demand-planning-in-netsuite#custom) - [Final thoughts](https://blog.maayins.com/demand-planning-in-netsuite#final-thoughts) - [FAQ](https://blog.maayins.com/demand-planning-in-netsuite#faq) ## Key Takeaways: NetSuite Dunning - The NetSuite Dunning SuiteApp sends escalating reminders for overdue invoices on a schedule, replacing manual emails and calls. - Dunning levels are based on how many days an invoice is overdue, each with its own template. - Procedures can apply at the customer level or the invoice level, and the evaluation runs on a schedule you set. - The SuiteApp is email-centric and works within fixed procedures, which can be limiting for complex collections. - A custom dunning module can add segment-specific rules, SMS or WhatsApp channels and workflows that match your credit policy. ## What Is the Dunning SuiteApp? The NetSuite **Dunning SuiteApp** automates the collections process by sending preconfigured reminders to customers with overdue invoices. Instead of relying on manual emails or phone calls, you schedule systematic communications that escalate over time. The result is consistency: every overdue customer is followed up on time, with less manual effort from the finance team. ## Key Features - **Automated communications:** Emails triggered at different overdue stages. - **Dunning levels:** Escalation from polite reminders to final notices. - **Customizable templates:** Email subjects and bodies tailored to your tone, with merge fields for customer and invoice details. - **Tracking:** See which customers received reminders and at which level. ## How Dunning Levels Work Dunning uses escalation levels based on how many days an invoice is overdue. A typical setup looks like this: | Level | Timing | Tone and purpose | | --- | --- | --- | | **Level 1: Gentle reminder** | 5 days after the due date | Friendly note with invoice details | | **Level 2: Second reminder** | 15 days after the due date | Firmer tone, clear payment instructions | | **Level 3: Urgent notice** | 30 days after the due date | Urgent request, account manager informed | | **Final level: Escalation** | Before credit hold, service suspension or legal action | Formal final notice | Each level is tied to its own template, and you choose the timing that matches your payment terms and credit policy. ## Setup and Configuration Implementing the SuiteApp involves several steps: 1. **Install the SuiteApp** from the SuiteApp Marketplace. 2. **Create dunning procedures and levels:** Define reminder intervals and the escalation path. 3. **Assign procedures:** Apply them at the customer or invoice level, grouped by risk profile, balance or aging. 4. **Design templates:** Configure professional, branded emails for each level. 5. **Schedule the evaluation:** Run the dunning evaluation daily or weekly, ideally outside business hours on weekdays. ## Best Practices - Use **polite but firm language** in the early levels. - Personalize messages with the **customer name, amount due and invoice details**. - Include a clear way to pay, such as a payment link or remittance instructions. - Align escalation with your company's **credit policy**. - Involve **sales or account managers** before final notices to protect relationships. - Review results regularly and adjust timing and tone based on what gets paid. **Overdue invoices piling up?** We will review your collections process in NetSuite and show you where automation can speed up cash. [Book a collections review](https://maayins.com/support) ## Business Impact Done right, automated dunning: - **Improves cash flow** by speeding up collections. - **Reduces manual work** for the finance team. - **Provides visibility** into aging receivables. - **Standardizes communication** across the business. ## The Limitations of NetSuite's Dunning SuiteApp The SuiteApp is a solid starting point, but it has limits that matter for some businesses: - **Email-centric:** Reminders are built around email. SMS, WhatsApp or other channels need extra work. - **Fixed procedure logic:** Escalation follows the levels you define. More nuanced rules, such as different paths by region, industry or customer value, are hard to express. - **Manual reply handling:** Customer replies land in a shared inbox, so someone still has to read, route and act on them. - **Generic by design:** A manufacturer, a SaaS company and a retailer collect differently, and the SuiteApp does not adapt to each out of the box. This is where many companies start looking at a custom approach. ## When a Custom Dunning Module Fits Better At Maayins, we design **custom dunning modules** in NetSuite built around how your business actually collects. A custom module can be: | Need | Dunning SuiteApp | Custom module from Maayins | | --- | --- | --- | | Rules by segment, region or industry | Limited to procedure assignment | Rules designed around your segments | | Channels | Email | Email plus SMS or WhatsApp integration | | Escalation paths | Fixed levels | Flexible paths, approvals and tasks for account managers | | Templates and branding | Configurable email templates | Fully custom look, feel and content | | Fit with your credit policy | Adapt your process to the tool | The tool adapts to your process | In short, instead of adapting your collections strategy to NetSuite, we build a module that **adapts to you**, and support it afterwards through [managed services](https://maayins.com/managed-services). ## Final Thoughts If you are just starting with collections automation, the **NetSuite Dunning SuiteApp** is a solid option. It standardizes follow-ups and helps recover overdue payments faster. If you need a process that is **aligned with your customers, industry and budget**, a custom dunning module from Maayins gives you more control, personalization and value. ## Frequently Asked Questions ### What is dunning in NetSuite? Dunning is the process of reminding customers about overdue invoices with escalating messages. In NetSuite, the Dunning SuiteApp automates it based on how many days invoices are overdue. ### How many dunning levels should I use? Most businesses use three or four levels, from a gentle reminder a few days after the due date to a final notice before a credit hold or legal action. ### Can dunning apply to individual invoices instead of the whole customer? Yes. Dunning procedures can be applied at the customer level or the invoice level, depending on how you bill and collect. ### How often does the dunning evaluation run? You schedule it, usually daily or weekly. Running it outside business hours on weekdays avoids sending collection emails on weekends. ### Can NetSuite send dunning reminders by SMS or WhatsApp? Not with the standard SuiteApp, which is email-based. A custom dunning module can integrate SMS or WhatsApp alongside email. ### When should I choose a custom dunning module? When you need different rules by segment, region or industry, additional channels, or escalation steps that the standard procedures cannot express. ## Collect Faster with Dunning Built for You Whether you want to get more from the Dunning SuiteApp or build a custom module tailored to your customers and credit policy, our [NetSuite custom development](https://maayins.com/custom-development) team can help you design a dunning process that works for you, not just for NetSuite. [Talk to our team](https://maayins.com/support) [NetSuite](https://blog.maayins.com/tag/netsuite), [ERP](https://blog.maayins.com/tag/erp), [Account Receivables](https://blog.maayins.com/tag/account-receivables), [Finance Automation](https://blog.maayins.com/tag/finance-automation), [Cash Flow Management](https://blog.maayins.com/tag/cash-flow-management) ## Related posts [![](https://blog.maayins.com/hs-fs/hubfs/Featured%20TBA.png?height=200&name=Featured%20TBA.png)](https://blog.maayins.com/step-by-step-guide-to-configuring-netsuite-tba-creating-access-tokens-assigning-tokens-to-users-and-managing-the-token-lifecycle-including-revocation) [NetSuite](https://blog.maayins.com/tag/netsuite), [Integration](https://blog.maayins.com/tag/integration), [NetSuite Setup](https://blog.maayins.com/tag/netsuite-setup), [Token Based Authentication](https://blog.maayins.com/tag/token-based-authentication) ## [NetSuite Token-Based Authentication (TBA): Complete Setup & Token Management Guide](https://blog.maayins.com/step-by-step-guide-to-configuring-netsuite-tba-creating-access-tokens-assigning-tokens-to-users-and-managing-the-token-lifecycle-including-revocation) [Ankita Singh](https://blog.maayins.com/author/ankita-singh) Mar 16, 2026, 1:48:35 PM Effective collections management is critical for healthy cash flow. Many businesses on NetSuite... [Read more](https://blog.maayins.com/step-by-step-guide-to-configuring-netsuite-tba-creating-access-tokens-assigning-tokens-to-users-and-managing-the-token-lifecycle-including-revocation) [![](https://blog.maayins.com/hs-fs/hubfs/Featured%20Integration%20Record.png?height=200&name=Featured%20Integration%20Record.png)](https://blog.maayins.com/how-to-create-a-netsuite-integration-record-the-first-step-for-tba-oauth-2.0) [NetSuite](https://blog.maayins.com/tag/netsuite), [Integration](https://blog.maayins.com/tag/integration), [OAuth 2.0](https://blog.maayins.com/tag/oauth-2-0), [NetSuite Setup](https://blog.maayins.com/tag/netsuite-setup) ## [How to Create a NetSuite Integration Record: The First Step for TBA & OAuth 2.0](https://blog.maayins.com/how-to-create-a-netsuite-integration-record-the-first-step-for-tba-oauth-2.0) [Ankita Singh](https://blog.maayins.com/author/ankita-singh) Mar 16, 2026, 1:30:55 PM Before any external application can talk to your NetSuite account, it needs an integration record.... [Read more](https://blog.maayins.com/how-to-create-a-netsuite-integration-record-the-first-step-for-tba-oauth-2.0) [![](https://blog.maayins.com/hs-fs/hubfs/netsuite-fam-depreciation-methods-overview.jpeg?height=200&name=netsuite-fam-depreciation-methods-overview.jpeg)](https://blog.maayins.com/netsuite-fam-depreciation-methods) [NetSuite](https://blog.maayins.com/tag/netsuite), [ERP](https://blog.maayins.com/tag/erp), [Finance Automation](https://blog.maayins.com/tag/finance-automation), [NetSuite Setup](https://blog.maayins.com/tag/netsuite-setup), [NetSuite Best Practices](https://blog.maayins.com/tag/netsuite-best-practices), [NetSuite Fixed Assets Management](https://blog.maayins.com/tag/netsuite-fixed-assets-management) ## [Mastering NetSuite FAM Depreciation Methods: Complete Guide](https://blog.maayins.com/netsuite-fam-depreciation-methods) [RaviRaj Thakur](https://blog.maayins.com/author/raviraj-thakur) Oct 7, 2026, 8:21:13 PM Every asset in NetSuite Fixed Assets Management (FAM) needs a depreciation method. The method is... [Read more](https://blog.maayins.com/netsuite-fam-depreciation-methods) --- ![Maayins Logo](https://blog.maayins.com/hubfs/Maayins_logo_white-1.png) CONTACT [support@maayins.com](mailto:support@maayins.com) ### Quick Links - [Home](https://maayins.com/) - [Product](https://maayins.com/netxcel) - [Careers](https://maayins.com/careers) - [Pricing](https://maayins.com/pricing) ### Support - [Company](https://maayins.com/about-us) - [Press media](https://maayins.com) - [Our Blog](https://blog.maayins.com) - [Contact Us](https://maayins.com/support) ### Newsletter Subscribe to receive future updates [English](https://maayins.com) [Privacy Policy](https://maayins.com/policy) [Support](https://maayins.com/support) © Maayins Technologies. All rights reserved ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Ankita Singh", "url" : "https://blog.maayins.com/author/ankita-singh" }, "dateModified" : "2026-10-07T16:04:27.346Z", "datePublished" : "2025-08-17T05:05:42.000Z", "headline" : "Stop Chasing, Start Collecting: Making the Dunning Process Work for You", "image" : [ "https://blog.maayins.com/hubfs/ChatGPT%20Image%20Aug%2017%2c%202025%2c%2010_56_02%20AM.png" ], "mainEntityOfPage" : { "@id" : "https://blog.maayins.com/demand-planning-in-netsuite", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject" }, "name" : "Maayins Technologies" } } ```