Automatic collection task creation
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
| Enabled for | Public preview | General availability |
|---|---|---|
| Users by admins, makers, or analysts | 
Oct 2, 2020 |
Nov 6, 2020 |
Business value
Automatically creating collection tasks that are based on rules lets your collections agents focus their activities on the areas that have the highest value for your organization.
Feature details
The process of creating collection tasks automatically begins with your organization defining rules that are based on invoice attributes including payment prediction, due dates, and amounts due.
See also
Collections process automation (docs)
Configure accounts receivables for credit and collections (learn)