How to Get Started with AutoCollect in Cordel

This article explains how to activate and set up AutoCollect in Cordel.

AutoCollect is an integrated dunning and debt collection service in Cordel that allows you to automatically send overdue invoices for collection with Amili.

Prices and Terms for AutoCollect

You can find prices and terms for the service as a downloadable PDF at the bottom of this article.

Step 1: Order AutoCollect

Fill out the order form for AutoCollect on SmartCraft's website.

Step 2: Complete Onboarding

You will receive an email with a link to complete the onboarding. Follow the four steps in the onboarding and sign the agreement.

Step 3: Set Up AutoCollect in Cordel

Once you have received confirmation that the setup is complete, find AutoCollect as follows:

1. Log into Cordel
2. Go to Billing and then Config
3. Navigate to Standard Invoice Details
4. Click on the Integrations tab

Enter the following information:

💡 Tip: Remember to define criteria for invoice submission according to this article.

See also: Why am I being charged for legal costs? - Why am I being charged VAT?