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Open Invoices & Dunning Management

This plugin gives B2B shops control over their open invoices (receivables) and automates the dunning process – directly inside the Shopware 6 Administration. The free core provides a complete open-invoice overview with traffic-light due dates, manual payment reminders and one-click “mark as paid”. Optional plans (In-App Purchase) unlock automation, PDF documents and advanced features.

Highlights

  • 🆓 Free core – receivables overview with traffic-light due dates & manual reminder
  • 📊 Receivables dashboard with live KPIs (open, overdue, in dunning)
  • 🔁 Automated dunning (Business) – reminder + 3 notices with fees
  • 📄 PDF dunning letters & e-mails (Business) via the native Shopware system
  • ✅ Rule Builder, customer account view & history export in Business/Pro

💳 Free core & optional plans

The plugin is free and already delivers real value without any plan. Additional features are booked optionally as an In-App Purchase (monthly subscription) directly in Shopware – cancel anytime. Requirement: Shopware 6.6.9.0+.

Feature Free Starter Business Pro
Open-invoice overview + traffic light ✅ ✅ ✅ ✅
Total sum, filter by date/customer ✅ ✅ ✅ ✅
Manual payment reminder ✅ ✅ ✅ ✅
Mark order as paid ✅ ✅ ✅ ✅
CSV export of open invoices – ✅ ✅ ✅
Dunning level tracking – ✅ ✅ ✅
Bulk actions (multi-select) – ✅ ✅ ✅
Automated dunning (levels 1–3) – – ✅ ✅
PDF dunning letters & fees – – ✅ ✅
Rule Builder conditions – – ✅ ✅
Customer account view – – – ✅
Level 3 with collection notice – – – ✅
Admin overdue notification – – – ✅
Dunning history with log export – – – ✅
Price / month €0 €19.99 €39.99 €59.99

Nothing is hidden

Locked features stay visible in the interface – with a hint about which plan unlocks them and a button to book it directly (In-App Purchase).

❓ FAQ

Is the plugin free?

Yes. The core is free forever – open-invoice overview, traffic-light due dates, manual payment reminder and mark-as-paid. Additional features are booked optionally via In-App Purchase.

How do the paid plans work?

Starter, Business and Pro are monthly In-App Purchases you activate directly in Shopware and can cancel anytime. Without an active plan the free feature set stays fully usable.

Which Shopware version is required?

Shopware 6.6.9.0 or newer – this is the prerequisite for In-App Purchases.

Does this plugin add a “pay by invoice” payment method?

No. It manages the receivables and dunning for orders that already use an invoice payment method. You define which payment methods count as “invoice” in the configuration.

Does dunning really run automatically?

Yes. A daily scheduled task (06:00) checks all open invoices and sends the due reminder or dunning level automatically – as long as automated dunning is enabled and the background worker is active.

Can I still send dunning notices manually?

Yes. Every invoice can be dunned manually, marked as paid or cancelled directly from the dashboard – no automation required.

Are dunning fees supported?

Yes. You can configure a fee per dunning level (e.g. 0.00 / 5.00 / 10.00 €). Fees appear on the PDF letter and in the receivables list.

What happens when a customer finally pays?

When the order's payment status is set to “Paid”, the related dunning process is automatically closed and logged – no manual clean-up.

🔧 Installation

  • Requirement: CNK Foundation plugin
  • Install via the Shopware Store or ZIP
  • Activate in the Plugin Manager
  • Menu entry available under Orders > Open invoices

⚙️ Configuration

You can find the plugin configuration under Settings > Extensions > Open Invoices & Dunning Management.

Setting Description Default
payment_due_days Days after the order until the due date 14
reminder_after_days Payment reminder after X days 3
notice1_after_days 1st notice after X days 14
notice2_after_days 2nd notice after X days 28
notice3_after_days 3rd notice after X days 42
notice1_fee Fee for 1st notice 0.00
notice2_fee Fee for 2nd notice 5.00
notice3_fee Fee for 3rd notice 10.00
auto_dunning_enabled Enable automated dunning off
invoice_payment_method_ids Payment methods that count as “invoice” –
admin_notification_email E-mail for admin notifications –

📊 Dashboard & Overview

The central overview under Orders > Open invoices shows:

  • KPI cards: total open receivables (€), number of open invoices, thereof overdue, thereof in dunning
  • Receivables table with order number, customer, amount, due date, days overdue, dunning level, status and traffic-light column
  • Filters by dunning level, date range, amount (from/to) and customer search
  • Bulk actions: send dunning notices for selected invoices or mark them as paid
  • CSV export of the current receivables list

🚦 Traffic-light logic

Colour Meaning
🟢 Green Not yet due
🟡 Yellow 1–14 days overdue
🟠 Orange 15–30 days overdue
🔴 Red More than 30 days overdue

📨 Dunning levels

Level Name
0 Payment reminder
1 1st notice
2 2nd notice
3 3rd notice

Each level has its own e-mail template and – from level 1 onwards – a configurable dunning fee.

🕓 Automated dunning run

The automated dunning run executes daily (default: 06:00) as a scheduled task:

  1. All orders with an invoice payment method and open payment status are loaded
  2. The due date is calculated from the order date plus your configured payment term
  3. For each order the plugin checks whether a new dunning level is reached
  4. If automated dunning is enabled, a dunning entry is created, the e-mail (and PDF) is sent and a log entry is written

Requirement: background worker

The automated dunning run requires the Shopware background worker (message queue & scheduled tasks). It is active by default on Shopware Cloud and most managed hostings. All manual actions work without the worker.

📄 PDF dunning letter

The plugin registers a dedicated Shopware document type “Dunning Notice” (open_invoice_dunning). The PDF contains:

  • Customer data and order number
  • Open amount
  • Original due date
  • Dunning fee
  • New payment deadline

🧩 Rule Builder conditions

Three conditions are available to control checkout, payment methods or flows:

  • Customer has open invoices (yes/no)
  • Open invoice older than X days
  • Currently in dunning level X

📬 E-mail templates

The following templates are provided through the Shopware mail system and can be freely customised:

  • open_invoice_payment_reminder
  • open_invoice_notice_1
  • open_invoice_notice_2
  • open_invoice_notice_3

Available variables: {{ order.orderNumber }}, {{ customer.name }}, {{ open_amount }}, {{ due_date }}, {{ dunning_fee }}.

✅ Payment matching

When an order's payment status is set to Paid, the plugin automatically checks whether an open dunning process exists. If so, its status is set to paid and a log entry is created – no manual clean-up required.