How to set up Automatic invoice transfer to AutoCollect in Business NXT

This article explains how to set up automatic transfer of overdue invoices to AutoCollect from Business NXT.

Prerequisites

• You must have set reminder exemptions (LINK TO ARTICLE SHOWING REMINDER EXEMPTIONS) on entries and customers you do not want sent to AutoCollect for collection.
• You must have access to create scheduled jobs in Business NXT.
   

How to activate automatic transfer

1. Go to AutoCollect settings in Business NXT.
2. Go to the Basic information tab
3. Double-click the field for AutoCollect processing
4. Check Automatic transfer to AutoCollect
5. Click Save

Once this is done, you must set up a scheduled process according to the following steps.

6. Go to AutoCollect (reminders and debt collection) in Business NXT
7. Go to the Reminder or debt collection proposals tab
8. Click on the three dots to the right of Processing
9. Click Schedule task
10. Enter a descriptive name, for example “Automatic transfer to AutoCollect”
11. Check that Task type Processing is set to Send to AutoCollect
12. Check that the correct company is selected
13. Click the dropdown menu for Scheduling, and select the interval at which the job should run.
14. Select the hour of the day.
15. Click Save
     

💡 Tip: We recommend that the job runs daily and at a time late in the day to ensure that any payment batches are updated. For example, after 12:00 PM.

See also: How to set up a monitoring point in Business NXT - How to send invoices to AutoCollect from Business NXT - Invoice is not transferred to AutoCollect from Business NXT – here’s what to check