How to send an invoice to AutoCollect from Visma Net Financials

This article explains how to send an overdue invoice to AutoCollect from your Visma Net accounting system.

Prerequisites

• You must have activated AutoCollect in Visma Net Financials.
• You must have access to open AutoCollect in Visma Net Financials. See How to get started with AutoCollect in Visma Net Financials for information.
• The invoice must have been overdue for at least as many days as set in the settings. The default setting is 14 days.
  

💡 Note: Make sure that the customer information is complete and updated. This ensures that letters are delivered and that we reach the end customer if we try to call.

How to send an invoice to AutoCollect for collection

1. Go to Menu, click Accounts receivable and then AutoCollect.
2. Select the Can be sent tab. Here you will see an overview of all invoices ready to be sent.
3. Check the invoices you want to send – you can select all or individual invoices.
4. Click Send selected invoices to AutoCollect
   

💡 Tip: If you are unsure which criteria determine which invoices appear in the dunning proposal, you can view and change these by clicking Settings.

The invoice is now forwarded for follow-up via AutoCollect. You can find forwarded invoices in the Sent to AutoCollect tab.

See also: How to find an overview and history of a case in the Amili portal - How to proceed if the settlement from Amili is missing or incomplete in Visma Net Financials