No automatic collection

Open Credit Control > No Auto-collection to find customers who owe money but have no active collection method.

What you need: Credit Control, customer and invoice access, plus list permissions for the payment methods your platform uses.

The list checks active Direct Debit mandates and stored cards for enabled payment modules. It shows the outstanding amount and oldest due date.

Arrange payment

Credit Control staff should check the account and agree the next step with the customer.

1. Open the customer and check their invoices and payment history.
2. Choose Payment links to provide a MyAccount payment or payment-method setup link, where available.
3. Alternatively, use Take card payment when telephone payments are enabled and you have permission.
4. Use Add TODO if someone needs to follow up later.

Payment links require a MyAccount customer profile and permission to generate them. Telephone payments have separate setup and permissions.

Totals stay separate by currency. See shared attention decisions to acknowledge or pause an issue for the team.