View and change a collection set

You view or change the collection set. You can change some general information. If you want to change other information, delete the collection set and add a new one.

To view or change a collection set:

  1. Go to: Financial / Debtor / IncassoSet.
  2. Open the properties of the collection set.

    You see a view of all the collection orders that are associated with the current collection set. By default the overview is not filtered by administrations.

  3. Open the properties of the collection order.

    The properties of the single collection order are displayed. In the properties you can perform the existing actions.

    Note: 

    The collection functionality remains unchanged, except for the Process collection order action. This action is not allowed if the relevant collection order is part of a collection set.

  4. Click on: OK.
  5. Close the window with the view of the collection orders.

Directly to

  1. Perform an automatic collection using a collection set
  2. Configure a bank order set
  3. Add, process and submit a collection set
  4. View and change a collection set
  5. Complete a collection order
  6. Reverse a collection order