Cut outstanding items — in fixed stages.
Dunning for office & admin covers the whole flow in RoadReview: from the payment reminder through the 1st, 2nd and final notice to escalation — automated yet traceable, and without anyone having to keep deadlines in their head.
Stages the office defines itself
Per stage you configure the trigger deadline, dunning fee, default interest and auto-send with your own subject and body template. Active cases progress through the configured stages automatically; each case has a clear status — active, paused, paid, cancelled or escalated to collections.
- Reminder → 1st/2nd/final notice with their own templates
- Dunning fee and default interest configurable per stage
- Auto-send per stage can be switched on or off
Accounting integrity is preserved
Dunning notices are created as unchanged PDF documents — fee, interest and deadline are never recalculated, and the original invoice is untouched. Escalation to a collections agency is a manual step, not an automatic handover. And because automatic bank reconciliation closes paid invoices, you only chase where money is genuinely still missing.
- Dunning notice as a unchanged PDF document, original invoice unchanged
- Collections escalation is a manual status (no automatic interface)
- Bank reconciliation closes paid items — fewer needless reminders
Participation & prerequisites
Working in school management currently requires full school access. Separate restricted office logins are not available yet; we plan responsibilities with you during beta onboarding.
Frequently asked questions
Does dunning run automatically?
The progression through the stages runs automatically automatically, including optional auto-send per stage. Escalation to an external collections agency is deliberately a manual status — there is no automatic interface.
Does a reminder change the original invoice?
No. The dunning notice is its own unchanged PDF document with fee, interest and deadline. The original invoice stays unchanged — important for accounting integrity.
Can I set dunning fees and default interest per stage?
Yes, individually per stage: trigger deadline, dunning fee, default-interest override and your own subject and body templates.
How does the system know who has already paid?
Through automatic bank reconciliation (finAPI, PSD2): incoming payments are matched to open invoices and paid items are closed. Dunning then only applies to genuinely outstanding amounts.
Help shape the management beta.
We discuss scope, setup and conditions before arranging participation. Applying does not activate access.