Skip to main content

Onboarding checklist

The first time you sign in to Dunning, the dashboard shows a card called Getting started with a progress counter (for example, "2 of 4"). This is the onboarding checklist: the four steps that separate an empty account from a collection rule actually collecting.

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.
  • The next pending step is highlighted.
  • Once all four steps are complete, the card disappears from the dashboard. It never gets "stuck" and never comes back to bother you.

The four steps​

1. Register 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.

2. 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.

3. Set up a sending channel​

Email, SMS, or WhatsApp, under Settings. 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.

4. Send the first charge​

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 steps 1 through 3 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: customers → rule → channel → first charge. 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 3 for last: you will see the simulated executions in each charge's detail view, without sending anything to anyone.