The To collect tab on the sales invoices page
The To collect tab shows all outstanding sales invoices that have a direct-debit payment condition. This gives you an instant overview of which invoices are ready to be collected via automatic direct debit.
Where to find this
Go to Sales invoices;
- Click the To collect tab.
What you see here
The list shows the invoice number, debtor, invoice amount, invoice date and whether a direct-debit mandate is present for each invoice. The number of invoices in this tab is displayed as a counter on the tab, so you can immediately see how many invoices are ready. The data comes from a separate data source that contains only invoices eligible for direct debit.
Create direct debit batch
From this overview you can select invoices and generate a SEPA direct-debit file using the Create direct debit batch button. Invoices without a direct-debit mandate with IBAN cannot be included in a batch.
No invoices visible
If the tab is empty, there are no outstanding invoices with a direct-debit payment condition. Check whether the payment condition on the contract or invoice is set correctly.