Customers
Customers are the people (individuals or companies) in your portfolio — in the interface, the Customers page in the sidebar menu. Everything else in the system revolves around them: charges, agreements, notifications, and the debtor portal always point to a customer.
Classifications
Classifications segment the portfolio by payment behavior: New, Good, Regular, Bad payer — or any other split that makes sense for your operation. The Classifications page in the sidebar menu lists each one with its name, priority, whether it is auto-assigned, how many people are in it, and how many rules use it.
Spreadsheet import
The Imports page uploads your portfolio via CSV file: customers first, then charges. Processing runs in the background, row by row — rows with errors do not bring down the rest of the spreadsheet.
Export
Dunning exports customers and charges as CSV in two ways: immediate download (synchronous), for slices of up to 10,000 rows, and background export (the Exports page), for large datasets.