How to send an invoice to AutoCollect from Tripletex – Amili Help

This article shows you how to transfer a overdue invoice to Amili for collection, directly from Tripletex.

Prerequisites

You must have activated the AutoCollect integration in Tripletex. See the article «How to get started with AutoCollect in Tripletex» if you have not done this.
The invoice must be at least 14 days past due.

Sending the invoice

Go to Invoice Overview
Check one or more invoices you want to send for collection. This can also be done from Customers/Suppliers.
Click the three dots to the right on one of the marked invoice lines, and select Payment Follow-up
In the window that appears, select Start Collection Process in the dropdown menu, here Visma Amili should be selected as the collection agency.
Check that the claim is not disputed.
Click Send

💡 Tip: Make sure to have updated, correct, and complete information on your customers’ customer cards. Such as email address, address, phone number, etc.

Amili sends a collection notice to the customer as the first measure after receipt. If you want to send a payment reminder first, you can do so directly from Tripletex before the invoice is transferred to AutoCollect.

If sending to AutoCollect fails

If you are unable to transfer the invoice to AutoCollect, or if no case number appears on the invoice line after two business days, you can check these points:

It must have been 14 days since the invoice due date.
Check that Amili is selected as the collection agency when you choose “Start Collection Process”.
Check if the API connection has expired. If so, there should be a task in the Amili portal to restore the key.

Can’t find the reason why the transfer fails? Contact us at hjelp@amili.no and we will gladly assist you!

Follow the case

In the Amili portal you have access to case progress and history on the case(s) we collect on behalf of your company. There you can also make status changes and communicate with the case handler, etc.

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