You can now search for and select the transactions that are sent for Direct Debit (DD) collection in a similar way to the existing Suggested Payments feature, however, unlike Suggested Payments, no approval process is required.

This feature is provided to meet the following scenario:

You invoice your customers for Initial Licences, Annuals, and Renewals. The type of invoice is identified by the Batch Reference. Some customers pay Renewals by Direct Debit but not their Initials or Annuals; these customers are flagged as Direct Debit Customers.
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Your Accounts team would like the ability to view all Renewals invoices for Direct Debit customers and then create a list of those that are due for collection, which can be saved and processed at a later time.

System > Options > Sales Ledger Options : Direct Debit tab

Tick this option to indicate that transactions only appear in the Collections list if they have been suggested for collection in order that you can force an approval process for any DD Collections.

System > Profiles : Sales Ledger > Transactions

This is only available if Direct Debit module is unlocked.

The Detail options are Print, Disputed, and Process

Debtors > Direct Debits > Suggested Collections

This feature comprises a Search pane and a List pane. Of particular note is the List Reference search that allows you to retrieve a list of Collections saved from the Suggested Collections feature. This List Reference can be added to the detail section of the DD Collections list. Additionally, if you have enabled 'Only Collect Suggested Transactions' in System Options then only transactions that have been suggested for Collection are displayed in the list.

There is a Suggested Payment report that can be printed from either the Search pane or the List pane: where printed from the Search pane then all transactions matching the search criteria are included; where printed from the List pane then all transactions displayed in the list where a Receipt Value has been saved are included and transactions are sub totalled by Customer.

Saving saves the list rather than generating receipts as per Suggested Payments in Purchase Ledger