Switching a collection order to another flow

With Switch flow you move a collection order to another flow and choose at which step it continues.

How to do it

1. Open the customer, click … next to the collection order and choose Switch flow (or click the split icon in the collection order panel).
2. On the left, under Select a flow, choose the new flow. The current flow is marked with Current flow. Type in the search field to filter the list.
3. On the right, under Select a flow step, choose the step where the collection order should start. The current step is marked with Current step; the last option is always End of flow.
4. Click Switch flow. Click Cancel, don't switch to close without changes.

Good to know

• The switch is shown in the timeline as "Flow switched to {flow}".
• If you choose End of flow, the collection order stops: no more messages are sent, but the amount stays outstanding. The collection order gets the status Ended without payment.
• The dialog text says "Please choose a flow and step"; collection order is the name the portal uses for this throughout.

See also

• Viewing a collection order: invoices, timeline and details
• Workflows explained