How to send an Invoice to AutoCollect from PowerOffice GO

This article shows you how to transfer an overdue invoice to Amili for collection, directly from PowerOffice GO.

Prerequisites

• You must have activated the AutoCollect integration in PowerOffice. See the article Getting Started with AutoCollect in PowerOffice GO if you have not done this.
• The invoice must be at least 14 days past due.

Sending the Invoice

1. Go to Menu → Sales → Debt Collection
2. Stay on the Drafts tab
3. You can send some or all of the invoices in the proposal
   1. Send all: Click on the arrow to the right of Approve → Approve all
   2. Send some: Select the invoices you want to send and click Approve
4. The invoice(s) will move to the Approved tab
    

💡 Tip: Make sure to have updated, correct, and complete information on your customers' customer cards.

Amili sends a debt 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 PowerOffice before the invoice is transferred to AutoCollect. 
 

Automatic Sending

If you want overdue invoices to be automatically sent to AutoCollect for collection, you can activate automatic sending. 

1. Go to Menu → Settings → Payment Follow-up → Debt Collection Integration
2. Check the box for Automatically approve invoice transfer to AutoCollect
3. In the field Activate from invoice date, you can select the date from which the auto-transfer will apply.

Exemption from Reminders

You have the option to set reminder exemption for customers you do not want to be sent to Amili for collection. This is especially relevant if you have automatic transfer to AutoCollect. 

1. Go to Menu and click on Customers
2. Select the relevant customer
3. Click Payment Follow-up on the left side
4. Uncheck Transfer to debt collection agency
    

If Sending to AutoCollect Fails

If you cannot transfer the invoice to AutoCollect, or the case does not appear in the Amili portal after two business days, please contact hjelp@amili.no and we will be happy to assist!

Follow the Case

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

See also: ·  How to Change a Case in the Amili Portal - How to Write Off an Invoice with AutoCollect in PowerOffice GO