Create Dunning Plan

You can create a dunning plan using the following endpoint and sample payload:

POST https://example-gotransverse.com/dunning/2/plans

Following a sample payload, specify the name, description, and code for identifying your dunning plan. Also, indicate the minimum_account_due that is the overall account balance required to trigger an account to be evaluated for dunning.

Request

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{
    "name": "Standard Client",
    "code": "Standard Client #1",
    "description": "sample description",
    "status": "ACTIVE",
    "strategy": "OLDEST_OPEN_INVOICE",
    "minimum_account_due": 3
}

Response

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{
    "id": "f97e0498-cef0-4502-9638-b994b60915c7",
    "name": "Standard Client",
    "code": "Standard Client #1",
    "description": "sample description",
    "status": "ACTIVE",
    "strategy": "OLDEST_OPEN_INVOICE",
    "minimum_account_due": 3
}

Refer to the Dunning Plans knowledge article for more information.

Topic Updated: 4/2025.