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Onboarding checklist

When you sign in to Dunning, the dashboard shows a card called Getting started ("Finish the setup so the dunning flow runs on its own"), with a progress bar — "3 of 8" and the percentage. This is the onboarding checklist: the eight steps that separate an empty account from a complete collection operation.

The card is live, not a static tutorial:

  • Each item is marked complete based on your real data — register a customer and the item checks itself off. There is no "mark as done" button.
  • Clicking an item takes you straight to the screen where that step is performed.
  • Once all eight steps are complete, the card disappears from the dashboard.
  • Don't want to see the card? The Hide button (with confirmation) dismisses it for your user — the choice applies in any browser you sign in from. To bring it back, turn on "Show getting started on the dashboard" in Settings → Profile.

The eight steps​

1. Connect an integration​

Plug in the source of your charges: an integration (Kobana, ERP) or, if your data comes in by spreadsheet, a finished import also completes the step. API-only operations can simply move on — the following steps do not depend on this one.

2. Add your customers​

Manually, by spreadsheet (on the Imports page), or through the API. The item is completed as soon as at least one customer exists in the portfolio. To bring in your whole base at once, the fastest path is the spreadsheet import.

3. Add your charges​

The receivables: amount, due date and customer. The item is completed with the first charge created — through any origin (form, spreadsheet, API or integration).

4. Set up a sending channel​

Email, SMS, or WhatsApp, under Settings → Notifications. This step deserves attention: without a configured channel, the system only simulates sends. The rule runs and the steps show up in the history, but no real message reaches the debtor. This is useful for risk-free testing, but real collection only begins after this step.

5. Activate a collection rule​

The collection rule is the sequence of reminders that runs on its own for each invoice. The item is completed when there is at least one active rule on the account. It is worth marking a rule as Default: every charge created without an explicit rule enrolls in it, and nothing is left orphaned.

6. Set up the debtor portal​

In Settings → Portal: your brand, colors and subdomain on the page where the debtor reviews and negotiates their debts (white-label). The item is completed the first time the configuration is saved.

7. Invite your team​

Under Members, invite your operators and assign roles (members and permissions). The item is completed when there is more than one active user — or at least one invitation sent.

8. Send the first charge notice​

You do not "send" anything manually: the rule fires on its own for eligible charges. The item is completed when the first notification actually goes out (sent or delivered). If the previous steps are done and there is a charge whose due date falls within some step's window, this happens without any intervention.

The order on the card is already the right order. Two practical details:

  • When importing by spreadsheet, import customers before charges — the charges spreadsheet references the customer by document or external ID, and rows pointing to a nonexistent customer are rejected.
  • If you want to validate the rule before switching on the channels, deliberately leave step 4 for last: you will see the simulated executions in each charge's detail view, without sending anything to anyone.