Dunning levels

Dunning is the process of communicating with customers to collect overdue balances. Dunning levels define the levels of notices that are sent during the collection process. To learn more, see Dunning notices in the Sage Intacct Help Center.

List dunning levels

get/objects/accounts-receivable/dunning-level

Returns a collection with a key, ID, and link for each dunning level. This operation is mostly for use in testing; use the query service to find objects that meet certain criteria and to specify properties that are returned.

SecurityOAuth2
Responses
200

OK

400

Bad Request

Request samples
Response samples
application/json
{
  • "ia::result": [
    • {
      • "key": "2",
      • "id": "DL1",
      • "href": "/objects/accounts-receivable/dunning-level/2"
      },
    • {
      • "key": "5",
      • "id": "Dunning level",
      • "href": "/objects/accounts-receivable/dunning-level/5"
      }
    ],
  • "ia::meta": {
    • "totalCount": 2,
    • "start": 1,
    • "pageSize": 100,
    • "next": null,
    • "previous": null
    }
}

Create a dunning level

post/objects/accounts-receivable/dunning-level

Creates a new dunning level. Use naming conventions to establish levels for different customer types, company entities, and amount owed ranges. To learn more, see Add dunning levels in the Sage Intacct Help Center.

SecurityOAuth2
Request
Request Body schema: application/json
required
id
required
string

Name or other unique identifier for the dunning level.

Example: "L1 Dunning level"
object

The printed document template assigned to the dunning level.

id
required
string

Unique identifier for printed document template.

Example: "Level 1 Document Template"
key
string

Unique key for printed document template.

Example: "24"
object
minDays
required
integer
Default: 0

Minimum days overdue. This is the lower value for the days overdue range of the dunning level.

Example: 10
txnCurrency
required
string

Transaction currency for the invoice amount.

Example: "USD"
maxDays
integer

Maximum days overdue. This is the higher value for the days overdue range of the dunning level.

Example: 100
minAmount
string <decimal-precision-2>

Minimum invoice amount. This is the lower value for the invoice amount overdue range of the dunning level.

Example: "100"
maxAmount
string <decimal-precision-2>

Maximum invoice amount. This is the higher value for the invoice amount overdue range of the dunning level.

Example: "5000"
baseCurrency
string

Base currency for the invoice amount.

Example: "USD"
object

Sets how dunning notices are sequentially numbered when they're created.

id
required
string

Name or other unique ID for the numbering sequence.

Example: "L1 Dunning Sequence"
object

The email template assigned to the dunning level.

key
string

Unique key for the email template.

Example: "10"
id
string

Name or other unique ID for the email template.

Example: "L1 Dunning email template"
status
string
Default: "active"

Object status. Active objects are fully functional. Inactive objects are essentially hidden and cannot be used or referenced.

Enum: "active" "inactive"
Example: "active"
Responses
201

Created

400

Bad Request

Request samples
application/json
{
  • "id": "L1 Dunning level",
  • "dunningThreshold": {
    • "minDays": 0,
    • "maxDays": 100,
    • "txnCurrency": "USD"
    },
  • "printTemplate": {
    • "id": "L1 PWD Dunning Notice"
    },
  • "noticeSequence": {
    • "id": "AR-Cr"
    }
}
Response samples
application/json
{
  • "ia::result": {
    • "key": "4",
    • "id": "L1 Dunning level",
    • "href": "/objects/accounts-receivable/dunning-level/4"
    },
  • "ia::meta": {
    • "totalCount": 1,
    • "totalSuccess": 1,
    • "totalError": 0
    }
}

Get a dunning level

get/objects/accounts-receivable/dunning-level/{key}

Returns detailed information for a specified dunning level.

SecurityOAuth2
Request
path Parameters
key
required
string

System-assigned unique key for the dunning level.

Example: 4
Responses
200

OK

400

Bad Request

Request samples
Response samples
application/json
{
  • "ia::result": {
    • "key": "6",
    • "id": "DL1",
    • "dunningThreshold": {
      • "minDays": 0,
      • "maxDays": 100,
      • "minAmount": "1000",
      • "maxAmount": "10000",
      • "baseCurrency": "USD",
      • "txnCurrency": "USD"
      },
    • "printTemplate": {
      • "key": "2000492",
      • "id": "DL1 Dunning Notice"
      },
    • "emailTemplate": {
      • "key": "3",
      • "id": "DL1 PWD template",
      • "href": "/objects/company-config/email-template/3"
      },
    • "noticeSequence": {
      • "id": "Ar-Rec"
      },
    • "status": "active",
    • "audit": {
      • "createdDateTime": "2025-05-21T09:05:50Z",
      • "modifiedDateTime": "2025-05-21T09:05:50Z",
      • "createdBy": "1",
      • "modifiedBy": "1"
      },
    • "entity": {
      • "key": null,
      • "id": null,
      • "name": null
      },
    • "href": "/objects/accounts-receivable/dunning-level/6"
    },
  • "ia::meta": {
    • "totalCount": 1,
    • "totalSuccess": 1,
    • "totalError": 0
    }
}

Update a dunning level

patch/objects/accounts-receivable/dunning-level/{key}

Updates an existing dunning level by setting field values. Any fields not provided remain unchanged.

SecurityOAuth2
Request
path Parameters
key
required
string

System-assigned unique key for the dunning level.

Example: 4
Request Body schema: application/json
object

The printed document template assigned to the dunning level.

key
string

Unique key for printed document template.

Example: "24"
id
string

Unique identifier for printed document template.

Example: "Level 1 Document Template"
object
minDays
integer
Default: 0

Minimum days overdue. This is the lower value for the days overdue range of the dunning level.

Example: 10
maxDays
integer

Maximum days overdue. This is the higher value for the days overdue range of the dunning level.

Example: 100
minAmount
string <decimal-precision-2>

Minimum invoice amount. This is the lower value for the invoice amount overdue range of the dunning level.

Example: "100"
maxAmount
string <decimal-precision-2>

Maximum invoice amount. This is the higher value for the invoice amount overdue range of the dunning level.

Example: "5000"
baseCurrency
string

Base currency for the invoice amount.

Example: "USD"
txnCurrency
string

Transaction currency for the invoice amount.

Example: "USD"
object

Sets how dunning notices are sequentially numbered when they're created.

id
string

Name or other unique ID for the numbering sequence.

Example: "L1 Dunning Sequence"
object

The email template assigned to the dunning level.

key
string

Unique key for the email template.

Example: "10"
id
string

Name or other unique ID for the email template.

Example: "L1 Dunning email template"
status
string
Default: "active"

Object status. Active objects are fully functional. Inactive objects are essentially hidden and cannot be used or referenced.

Enum: "active" "inactive"
Example: "active"
Responses
200

OK

400

Bad Request

Request samples
application/json
{
  • "minDays": 10
}
Response samples
application/json
{
  • "ia::result": {
    • "key": "4",
    • "id": "L2 Dunning level",
    • "href": "/objects/accounts-receivable/dunning-level/4"
    },
  • "ia::meta": {
    • "totalCount": 1,
    • "totalSuccess": 1,
    • "totalError": 0
    }
}

Delete a dunning level

delete/objects/accounts-receivable/dunning-level/{key}

Deletes a dunning level.

SecurityOAuth2
Request
path Parameters
key
required
string

System-assigned unique key for the dunning level.

Example: 4
Responses
204

No Content

400

Bad Request

Request samples
Response samples
application/json
{
  • "ia::result": {
    • "ia::error": {
      • "code": "invalidRequest",
      • "message": "A POST request requires a payload",
      • "errorId": "REST-1028",
      • "additionalInfo": {
        },
      • "supportId": "Kxi78%7EZuyXBDEGVHD2UmO1phYXDQAAAAo"
      }
    },
  • "ia::meta": {
    • "totalCount": 1,
    • "totalSuccess": 0,
    • "totalError": 1
    }
}