View and change a collection order with payment instalments

You view the payment instalments of invoices in the collection order by going to the properties of the collection order on the Invoices tab. This tab shows the individual instalments instead of the invoice level. This gives you insight into which instalments you are collecting and you can decide which instalments to include or not to include in the order.

To view and change a collection order with payment instalments:

  1. Go to:Financial / Debtor / Collection order.
  2. Open the properties of the collection order.
  3. You can still change the processing date and the information that will be saved in the collection lines.
  4. Go to the tab:Invoices.

    The check boxes of all invoices made payable are selected. Deselect the check boxes for the invoices you do not want to make payable.

    In the case of an invoice with payment instalments you can see which payment instalment you are collecting. This view displays the data per invoice, but the amount is the payment instalment.

  5. Click on the action:Invoice properties, if you want to view the details including the payment installments.
  6. Click on: OK.

See also:

Directly to

  1. Perform an automatic (partial) collection with payment instalments
  2. Configure automatic collection
  3. Add payment/collection instalments
  4. Record the collection settings per debtor
  5. Add a sales invoice with payment instalments
  6. Journalise a sales invoice
  7. Change/view an outstanding item with payment instalments
  8. Automatic collection
  9. View and change a collection order with payment instalments
  10. Process bank entries with payment instalments