Change Collection Selection Concepts

Use this workspace to select entries for collection for a specific customer.

You can make a selection automatically by creating a collection selection from a given due date in the Collection Selection workspace, or by manually selecting the individual entries in this workspace. In this workspace, you can also specify how many of the individual entries to collect.

This workspace tab includes credit memos for the customer; Maconomy reconciles them when you create and approve collection selections. Maconomy reconciles and closes an invoice and a credit memo of identical amounts when you create the collection file.

You can change the existing collection selection. You can, for example, deselect some entries after Maconomy makes its suggestion.