How to set up automatic invoice transfer to AutoCollect in Visma Business

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

Prerequisites

• You must have set reminder exemption on entries and customers you do not want to be sent to AutoCollect for collection.

💡 Note: To set up the scheduled process, you must contact your Visma partner. Your Visma partner is the company that assists you with Visma Business.

How to activate automatic transfer

1. Go to AutoCollect in Visma Business.
2. Click the Collection Agreement tab and then Basic Information
3. Double-click the field for AutoCollect processing
4. Check the box for Automatic transfer to AutoCollect
5. Click Save
6. Set up a scheduled process that sends overdue invoices.

💡 Tip: We recommend running the job daily, preferably late in the day to ensure that any payment batches are updated. For example, after 12:00 PM.

See also: How to set reminder exemption in Visma Business - How to send invoices to AutoCollect from Visma Business