The Collection orders tab on the customer page shows all collection orders of the customer. Filter with the tiles, sort by date and open the details from the row or the action menu (ā¦). If you select collection orders, you get an action bar.
How to do it
- Open the customer; the Collection orders tab is active by default.
- Click a filter tile: All, Outstanding, Ended without payment or Paid. Each tile shows the number and the amount.
- Read the columns: Date (sortable), Subject (with the name of the flow below it), Reference, Total, Outstanding. Subject and Reference have a filter icon.
- Click the row to open the collection order panel, or click ā¦ for the action menu.
Action menu of a collection order
| Action | What it does |
|---|---|
| View process | Opens the collection order panel. See Viewing a collection order: invoices, timeline and details. |
| Send payment request | Opens the old portal. See Sending a payment request. |
| Create paylink | See Creating a paylink. |
| Pause | Only for an active collection order. |
| Switch flow | See Switching a collection order to another flow. |
| Download attachment | Only if a document belongs to the collection order. |
| Withdraw flow | Not for paid or already withdrawn collection orders. |
Grey actions are not possible in the current status. See Pausing, resuming, rescheduling or withdrawing a collection order.
Selecting more than one collection order
Tick one or more rows. An action bar appears at the bottom right with the number of selected collection orders and these buttons:
| Button | What it does |
|---|---|
| Merge collection orders | Merges the collection orders into one collection order (at least 2). See Merging collection orders. |
| Create paylink | One link for all selected collection orders. See One paylink for multiple collection orders. |
| Cancel | Clears the selection. |
Good to know
- A collection order belongs to exactly one customer and one flow; the reference is the payment reference of the payment request.