Table of Contents

Delinquency Exclusions: Overview

Mitchell Ivany Updated by Mitchell Ivany

Read Time: 2 mins

Delinquency Exclusions let you control which days Sonar can move accounts into a delinquent status.

They are commonly used for holidays or other dates when your team may be unavailable or working with reduced staff. When used with Days to Check Delinquency in Billing Settings, they help ensure delinquency only runs on the days you choose.

This article explains how to create Delinquency Exclusions and how they work with Sonar’s delinquency billing process.

Getting to Delinquency Exclusions

To open the Delinquency Exclusions page:

  1. Go to Settings.
  2. Expand Billing.
  3. Select Delinquency Exclusions.

This page shows 1 existing Delinquency Exclusion.

Next, we’ll review the fields on this page. Then, we’ll walk through how to create a new exclusion.

Columns Overview

  1. Search and filter tools: Use this area to search by exclusion name, switch between Simple and Advanced filters, and save a filter. For more information, see the Filtering: Overview article.
  2. Export X Results: Exports the current list of exclusions to JSON or CSV.
  3. ID: Shows the ID of each Delinquency Exclusion.
  4. Name: Shows the name of the Delinquency Exclusion.
  5. Day: Shows the selected day for the exclusion.
  6. Month: Shows the selected month for the exclusion.
  7. Year: Shows the selected year for the exclusion. If no year was set, this field is blank.
  8. Actions: Lets you Edit or Delete the exclusion.
  9. Details panel: Opens the details panel, which shows the same timing information as the list plus the exclusion’s history logs.

Creating a New Delinquency Exclusion

To create a new Delinquency Exclusion, click Create Delinquency Exclusions in the top-right corner of the page.

This opens the creation window, where you can enter the details for the new exclusion.

To create a new Delinquency Exclusion:

  1. Enter a Name: Use a clear name that explains what the exclusion is for, such as Holiday - Festivus.
    A helpful naming format is [Type of event] - [Event name], but you can use any naming system that works for your organization.
  2. Enter the Day: This is the day of the month when delinquency checks should be skipped. Valid options are 1–31.
    Sonar will not allow invalid date combinations, such as November 31.
  3. Enter the Month: This is the numeric month for the exclusion. Valid options are 1–12.
  4. Enter the Year, if needed: Use this field when the exclusion only applies to a specific year, such as holidays that fall on different dates each year.
    The Year field is optional. If you leave it blank, the exclusion applies on the same day every year.
  5. Click Create: The exclusion is added to the table, and Sonar will skip delinquency processing for that date.

How did we do?

Delinquency Billing Best Practices

Dual Data Services: Overview

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