Documents
Open items visible, dunning structured.
Dunning for open invoices with configurable levels and templates, without a separate dunning tool.
These are the points this feature covers day to day.
The workflow in Jupiter ERP, on this page.
Background, typical workflows, and concrete panel capabilities, more detail than the summary above.
Dunning is created from open, overdue invoices, linked to the source document. Text templates and dunning levels are configured per tenant; sending and PDF work like other document types. The dunning PDF can show the same GiroCode as the invoice, with the outstanding amount including the dunning fee.
That keeps dunning in ERP context instead of separate Word templates or external dunning tools that do not know which invoice is already partially paid.
Banking allocations update invoice status; you send dunning where amounts remain open. Activity log and contact history show the timeline for internal coordination.
Dunning notices hang off the open invoice. Jupiter ERP knows partial payments from reconciliation, so you chase the amount that is still open, not a copy from a word processor.
A separate dunning tool does not know which invoice is already partly paid or credited. In Jupiter ERP the source document, the payment, and the notice stay in one chain.
For the tax adviser, dunning notices can be included in the DATEV export and in period locking.
The main building blocks at a glance, complemented by the longer description above.
Dunning as its own document type in the panel.
Same as on the invoice: outstanding amount plus dunning fee as an EPC QR on the PDF so the transfer is prefilled in the banking app.
Start for free: write invoices on the Free plan. Choose plan, term, and add-ons in the app afterwards. Custom adaptations or API integration? Get in touch.
