How to send an invoice to AutoCollect from Business NXT

This article explains how to send an invoice to AutoCollect from your Business NXT accounting system.

Prerequisites

• You must have activated AutoCollect in Business NXT.
  

Before sending an invoice to AutoCollect for the first time

Make sure you have received an email from Amili, and that the checkbox for Activated is checked in the AutoCollect processing field in the AutoCollect settings in Business NXT.

If this is the first time you are sending an invoice for follow-up after activating AutoCollect, we recommend recalculating the value in the column Due date incl. Running days in All open items.

1. Go to All open items
2. Press Ctrl + U to add the column Due date incl. running days, if the column is not already in the view
3. Select all entries
4. Click Processing
5. Click Recalculate due date incl. Running days
   

💡 Note: If the option is not visible, you can bring it up via edit mode/design mode.

How to send an invoice to AutoCollect for collection

1. Go to AutoCollect (reminders and debt collection)
2. Select the tab Reminder or collection proposals

1. Select the invoice(s) you want to send to AutoCollect.
2. Click Processing on the right and Send to AutoCollect. You can also perform this action by right-clicking on the invoice line.
   

The invoice is now forwarded for follow-up via AutoCollect. You will find sent invoices in the tab Invoices under processing in AutoCollect.