Printing to Debt Collection

If you select Debt collection in the drop-down list, all invoices that have had a Notice of debt collection printed out and that are due are suggested. In the Payment reminders issued until drop-down list you can adjust the date that is to be the earliest due date. By putting this date further ahead in time, you will see that more invoices become visible and appear in the Potential invoices window.

The parameters for an invoice being suggested for debt collection can be set through the accounting settings. These are parameters that you can also adjust for each individual contact, or for an individual customer and supplier ledger item.

Setting the parameters for debt collection

Click on the item that you are going to send for debt collection, in order to select it.
Click the transfer button between the two windows to move it to the lower Selected invoices window.

Repeat steps 1 and 2 until all the items that are to be sent for debt collection have been moved to the Selected invoices window.

If you wish to, you can move all of the items by clicking on Add all.
Click Print in the toolbar.

This starts a wizard that takes you through all the steps involved in printing out a debt collection list.
Select Debt collection list to print out to your own selected medium, or To file, which prints out in accordance with the settings selected.

A Debt collection list is sent out to the debt collection company by post, whilst the File is transferred to the debt collection company's system via the medium agreed with that company.

An invoice list can also be printed to various media, such as Preview, Printer, File, HTML etc.

Select printer on print-out, allows you to choose between all the printers that are installed on your computer, if you don't wish to have the reports printed out on your default printer.

Report area allows to you choose between Common reports and Company database reports. All edited reports are available under Company database reports.
Click Next.

The selected reports will now be printed out. You can now go through the paper print-outs for a final check. If they are not approved, click Cancel and correct errors or alter the selection (steps 1-2).
Click Complete.

The items will now be updated as Sent for debt collection and will no longer be suggested for debt collection. On receipt of payment from the debt collection company, the items are recorded as Paid in the normal way.