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Invoice is not forwarded to AutoCollect from Visma Business – what to check

This article explains what you can check in Visma Business to find out why an invoice is not forwarded to AutoCollect.

When an invoice cannot be forwarded to AutoCollect, the most common reason is that the invoice does not meet the set criteria.
 

What you should check first

  1. Check due date and running days
  • Check that the invoice has actually expired, and that the number of running days defined in the AutoCollect setup has passed.
  1. Check settlement status
  • The invoice must have one of the following statuses:
  1. Completely open item
  2. Partially open item
     
  3. Check validation status
  • Press Ctrl + U to add the column Collection validation status, if the column is not already in the view
  • Double click on the value in the column to see more information about why the invoice was not sent.
  • Then examine the message and correct it.
     

What does the value in Collection validation status mean?
 

If there is a value in the column Collection validation status, it indicates what is preventing you from sending the invoice to AutoCollect. Here is a description of the most common causes.

Value Cause Solution
Not within running days in the collection agreement You have tried to send an invoice before the running days have passed.
  1. Go to the Collection Agreement
  2. Check that the same number of running days is stated in Basic information and Visma Business parameter
  3. Go to All open items
  4. Select all items
  5. Right-click → Processing → Recalculate due date including running days
Number of reminders must be 0 You have tried to send an invoice that has a value greater than 0 in the Number of reminders column. Delete the value in the Number of reminders column.
Cannot find postal code for customer in the "Actor" table The postal code is missing in the customer card. Go to the relevant customer card and fill in the missing information.
The field "Collection document type" is not filled in on the document type You have tried to send an item with a document type that is not defined for AutoCollect with Collection document type. Contact support at hjelp@amili.no or phone 73 20 61 62 and press 2.
Not sent to AutoCollect due to unmatched payments or credit notes There are payments or credit notes that are unmatched, for example in the voucher registration. Check the voucher registration and update batches related to the invoice.

 

If you have checked and verified these 3 points but still cannot send the invoice from the reminder proposal, please contact us at hjelp@amili.no or 73 20 61 62 and press 2, and we will be happy to assist you.


 

See also: How to send an invoice to AutoCollect from Visma Business


 

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