Missed collections

Open Credit Control > Missed Collections when a payment was not set up or sent to the provider on time.

What you need: Credit Control, customer and invoice access. You also need to list payments and the relevant cards, mandates and collection records.

Check a missed collection

1. Find the invoice or payment and read its Attention reason.
2. Check when the payment should have been created or sent, how it should be paid and how much is due.
3. Open the linked record. Check whether the bill was sent and whether a payment is already in progress.
4. Fix the cause, or use Add TODO to ask a colleague to follow up.

The list checks scheduled payment creation and submission dates. It also checks payments that should start when a bill is sent or downloaded.

Card payments triggered by bill delivery wait until the invoice is due.

Payments already sent to the provider are excluded, as are payments planned for a future date. Failed or declined attempts belong on Payments.

The reason shown reflects the current setup. Check the record before starting another payment, especially if the provider’s reply is still pending.

Each currency has its own total. The list shows only accounts and records you can access, within your chosen Credit Control scope.

Use shared attention decisions to record that no action is needed or pause an alert until follow-up.