Dunning and collections

Dunning is the automatic escalation applied to a tenant who has not paid: reminders first, then read-only, then a hard suspension, then write-off.

Setting the ladder

Go to Billing / SaaS → Billing settings.
Set Grace days — the reminder-only window after the due date.
Set Read-only days — when the workspace becomes read-only: staff can sign in but nothing saves.
Set Suspend days — when login is blocked entirely.
Set Write-off days — when the balance is written off. 0 means never.
Tick Enforce read-only lockout to allow the restrictive rungs. Untick it and only reminders are sent.
Click Save settings.

The rungs must be in order: grace ≤ read-only ≤ suspend, and write-off must be 0 or later than suspend. You are told if they are not.

An individual customer can be given different terms on the Dunning terms tab of their tenant page.

Watching the arrears

Billing / SaaS → Dunning shows Overdue tenants, Past-due subscriptions, Restricted, Suspended and Dunning candidates, an AR aging breakdown, and a Tenants needing attention table aged by bucket — Current, 1-30, 31-60, 61-90 and 90+ days.

Per row you can open Invoices, or use the lifecycle controls described under tenants: Restrict, Suspend, Reactivate, Lift restriction and Cancel.

Running it