Client received a reminder despite having paid
Bank statement was not yet imported or matched when the dunning flow ran. Awkward and avoidable.
Try this first
- 1Send an immediate apology email
- 2Schedule the dunning flow only after daily bank import and auto-match
- 3Add a buffer: only invoices older than X days past due
- 4Exclude direct-debit clients from reminder flows
When to bring us in
For large or strategic accounts, run dunning manually until the system is stable.
See also
- Switching from Exact Online to Yuki, open items and history do not matchPackage migrations stumble on ledger mapping and open AR/AP. Without a mapping table you lose context.
- Twinfield to Exact, dimensions and cost centres go missingTwinfield uses dimensions, Exact uses cost centres and projects. The mapping is not one-to-one.
- Accountant asks for RGS mapping, your ledger does not follow RGSRGS is the Dutch standard chart that SBR filings and accountant software expect. Without mapping, every year-end is manual.
None of the above fits?
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