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E-mail or print a collection specification

You use a collection specification if the debtor wants a specification of the invoice(s) that you are collecting. You mail the collection specification (as an attachment to the message template for collection specifications) or you print it.

The Collection specification report filters by the Collection specification field and only displays the lines in which this field is set to Ja . You can set this field on the Payment tab in the creditor's properties. You must take the following into account:

  • If you select the Collection specification check box in the debtor's properties, and you then generate a new collection order, the lines are included in the report.
  • If you select the check box in the debtor's properties, only the new lines appear in the report and not those that have already been generated.
  • The report does not filter by the Compress field.

You can copy the report and change the filter in the copy.


If you want to e-mail collection specifications, you first have to configure this. Per debtor, you determine whether he receives a collection specification and how it is issued.

Profit adds the collection specification with the report you have linked in the properties of the bank account number on the Collection tab.


E-mail or print a collection specification

You can e-mail or print the collection specification.

To e-mail or print a collection specification:

  1. Go to: Financial / Debtor / Collection order.
  2. Select the processed collection order.
  3. Click on the action: Collection specification.
  4. Select the Alleen nog niet verwerkte [aanmaningen/rekeningoverzichten, e.d] verwerken check box to process lines that have not yet been printed or e-mailed.
  5. Select another printer, to print from a different printer.
  6. Select a different printer tray, to print from a different printer tray.
  7. Select Different issue if you want to provide supply all lines in the same way and therefore do not want to take the Preferred issue method set for the purchase/sales contacts into account.
    1. Select the deviating supply method that will be the same for all selected lines, namely: PrintPrint and e-mail PDF or E-mail PDF. For invoices you also have the option E-mail e-invoice + PDF.
    2. Select a deviating report (other than that set in the sales/purchase contact profile).
    3. Select a Message template if you selected one of the e-mail options as the deviating supply method.
  8. Select the Save in client record check box if you want to store the issued reports in the dossier of the contact/contacts.
  9. Select a different sorting sequence if necessary.
  10. Select the Descending check box if you do not want to print the data sorted in ascending sequence.
  11. Click on: Next.

    You now see an overview of the debtors to whom you have sent a reminder together with the supply type.

  12. Select a line with supply type Print.
  13. Click on the action: Print preview.
  14. Check the report.
  15. For the supply type E-mail, you can display a preview using the E-mail preview action.
  16. Click on: Finish.
  17. Click on: OK when the message informing you that the processing is complete is displayed.

How printing and e-mailing a collection specification works

You determine the issue method for each debtor.

  • If you print the collection specification, it contains all invoices that are in the collection order. So you will have one collection specification for all the debtors.
  • If you send the collection specification by e-mail, each debtor receives a collection specification listing the invoices you are collecting. This e-mail message has a default sender and message text. The specification is linked to the e-mail message as a PDF attachment.
  • A combination of the above options.

The collection specification is only automatically sent by e-mail the first time that you send a collection order. If you then perform the Collection specification action once again, an e-mail message is not sent. In that case, the collection specification only contains the compressed invoice lines.

View collection specifications using a report

You can view the collection specifications using a report.

To view collection specifications using a report:

  1. Go to: Financial / Output / Management / Report.
  2. Select the Specification collection debtors (Profit) report.
  3. Click on the action: Run.
  4. Complete the fields.
  5. Click on: Finish.

Directly to

  1. Automatic collection via SEPA
  2. Configure automatic collection with SEPA
  3. Configure a debtor for automatic collection with SEPA
  4. Record multiple debit mandates per debtor
  5. Configure collection specification sending by e-mail
  6. SEPA collection concepts and scenarios
  7. Record the debit mandate date per debtor
  8. Change or view the collection settings for an invoice
  9. Record the debit mandate date per invoice
  10. View debit mandates
  11. Print a mandate form
  12. Collection pre-announcement notification to debtor
  13. Delete a debit mandate
  14. Change the SEPA collection method of an existing debtor from Standard to B2B
  15. Change the bank account number of an existing debtor with an existing mandate
  16. Grant a collection reduction
  17. Add a SEPA collection order
  18. View and change a collection order
  19. Generate and journalise a collection file
  20. Directly process a collection order
  21. E-mail or print a collection specification
  22. Complete a collection order
  23. Reverse a collection order
  24. Perform an automatic collection with payment instalments
  25. Perform an automatic collection using a collection set
  26. Automatic collection via the bank link (AFAS Online)