To set up collections, the following conditions must be met:
The corresponding loan product has direct debit listed as an allowed repayment channel.
The loan contract has direct debit as the repayment channel.
Once these conditions are followed, you can send collections.
There are two ways of how to send collections:
If you follow all requirements, the periodic invoices will be sent to collection automatically.
You can send collection automatically only for periodic invoices.
In some cases, the collection can be sent manually, for example:
For one-time invoices.
If you changed the repayment method. For example, from account API to direct debit.
If collection failed due to insufficient funds. You can retry sending the collection.
To send the collection manually, do the following:
Loans > Search > Contracts.
Click the Contract number to view the contract details.
From the content menu, choose Billing > Invoices.
Find the invoice in question.
Click the Invoice ID to view the invoice details.
Scroll to the Direct debit collections section > Send collection.
Confirm the selection.
You can search collections via:
Loans > Search > Contracts > find the person contract.
Click the Contract number to access the loan contract details.
From the content menu, choose Direct debit.
Scroll to the Search collections section.
Click the Collection ID to view the collection details.
Direct debit > Search collections.
Fill in the search parameters > Search.
Click the Collection ID to access the collection details.
Find the collection in question.
Click the Collection ID to access the collection details.
Click the Cancel button and choose the cancellation Reason.
See more information about .
See more information about the .
The loan contract is connected to an active .
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Note that you can send collection for newly created invoices. Once you , find it and select the Send collection option.
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