DoCollect – For a better cash flow!

Get started with DoCollect 

To start using the service, you need to connect Odoo to Capitum and link your client account. You do this by downloading the module from the Odoo App Store and following the steps below.

Get DoCollect

Step 1 – Connect to DoCollect 

1. Go to Settings → Accounting → Customer Invoices. 
2. Click the “Connect DoCollect” button. Once this is done, the integration is established.  

Once this is done, the integration is established. 

Step 2 – Register client

1. Go to Settings → General Settings → Manage Companies (select a company) → DoCollect Settings.   
2. Click the “Register Client” button.
   

Once this is completed, the customer is registered with DoCollect.

Send a reminder or debt collection notice 

When an invoice is overdue, you can easily send it on for a reminder or debt collection: 

1. Go to Accounting → Customer Invoices. 
2. Open the invoice you want to send. 
3. Click the option for reminder or debt collection. 

• A reminder is only sent when you as a user choose to send it, together with any applicable fee and interest. 
• If the invoice is still not paid, a debt collection notice is sent after 14 days. 
• In the case of partial payment, the remaining debt is handled automatically with a follow-up claim.

Send a reminder or debt collection notice 

In the invoice form view, there is a DoCollect Info tab where you can see: 

• Which actions have been sent (reminder, debt collection). 
• The date of the most recent action. 
• The current status, for example whether the case has been sent to the Swedish Enforcement Authority. 

Automatic and manual updates 

• Invoice statuses are updated once a day through a scheduled update. 
• You can also update the status manually if you want to see the latest information right away. 

If the invoice remains unpaid – the Swedish Enforcement Authority

If an invoice remains unpaid despite a reminder and a debt collection notice, you as a user can send it on to the Swedish Enforcement Authority (Kronofogden) directly from Odoo. To support the decision, a debt record is retrieved for the customer to assess whether the money is likely to be recoverable.

Capitum handles the payment order process and any long-term monitoring: 

• Payment order: Capitum applies to the Swedish Enforcement Authority and pursues the case until it is closed. 
• Long-term monitoring: The case is monitored. Capitum sends regular reminders and applies for a payment order at the right time. 

When the case is closed, the recovered amount is paid out to you in accordance with the applicable terms. 

Summary of the process 

1. Connect to Capitum (Accounting → Settings → Customer Invoices). 
2. Onboard the client to activate authentication. 
3. Send a reminder or debt collection notice when an invoice becomes overdue. 
4. Follow the status in the DoCollect Info tab. 
5. Automatic updates take place daily, and manual updates can be made as needed. 
6. In the event of non-payment, you can choose whether to send the case on to the Swedish Enforcement Authority via Capitum. 

With DoCollect, you get a complete solution for unpaid invoices – from the first reminder to collection through the Swedish Enforcement Authority, without leaving Odoo. 

Fees

Using DoCollect costs you nothing as a user, and you always get the principal amount back. Instead, the service is financed by the reminder fees paid by your customers. Below is a list of the fees that will apply to your customers.