How the transfer from Reminder to Debt Collection works in AutoCollect for Business NXT

This article explains how invoices move from reminder to debt collection in AutoCollect, and what the different transfer options mean for you.

When an invoice has been reminded with a debt collection notice and the notice has not been paid by the due date, the invoice is ready for debt collection. You can find an overview of these invoices by going to AutoCollect (reminder and debt collection) and clicking on From reminder to debt collection. Depending on which transfer option you have chosen in the AutoCollect settings, the invoices will appear under the tab Automatic transfer to debt collection or Manual transfer to debt collection.

The three transfer options

1. Automatic transfer to debt collection. 

If you have selected 10. Automatic transfer to debt collection in the AutoCollect settings, the invoice will automatically go to debt collection after the debt collection notice has expired. You do not need to do anything, and the invoices will not appear in the tab From reminder to debt collection.

2. Debt collection list with automation

If you have selected 20. Debt collection list with automation, the invoice will be placed under the tab Automatic transfer to debt collection. After two to three working days, it will be automatically transferred to debt collection – unless you pause or close the claim.

3. Debt collection list without automation

If you have selected 30. Debt collection list without automation, the invoice will be placed under the tab Manual transfer to debt collection when the debt collection notice has expired. You must manually approve the invoice for it to proceed to debt collection. If you do not want the case to go to debt collection, you must pause or close the claim. You approve the invoice for debt collection by right-clicking the claim, selecting Processing, and Approve for debt collection. 

💡 Note: If the claim is paused or in the debt collection list for more than 60 days, it will be automatically closed.

How to keep track with the debt collection list without automation

To easily see which invoices you have approved for debt collection, you can use the column Debt Collection Approval. Press Ctrl + U to add the column if it is not already visible.

If an invoice in the debt collection list has a remaining amount of zero, there may still be interest and fees outstanding. You can find more information about this on the case in the Amili portal.

It is also recommended to set up a monitoring point on the Manual transfer to debt collection tab, so you can easily keep track when items come up for processing. You can read about how to set up a monitoring point in this article.

See also: How to change the status of an invoice sent to AutoCollect in Business NXT · How to set up a monitoring point in Business NXT