A collection note may be used as proof that a customer has paid for their item(s) and is therefore ready to collect them.
It provides:
Details about the items purchased
The auction in which they appeared
The reference for the invoice that has been paid
Collection notes do not display:
Amounts paid
Bank details
Totals for the invoice
To Send a Single Collection Note
⚠️ Please Note:
A collection note can only be sent once an invoice is fully paid. The "Send Collection Note" button will only appear in the Actions column after full payment.
Steps:
Find the invoice
In the Actions column, click Send Collection Note
Click Confirm in the pop-up
Your collection note has been sent.
To Send Multiple Collection Notes
Find the list of invoices
Tick the checkboxes next to the fully paid invoices. You can use the yellow Modify Filter button here to make it easier.
Click the Send Collection Note button at the top
Confirm the action in the pop-up
Collection notes have now been sent
⚠️ Please Note:
Even if unpaid invoices are selected, only fully paid invoices will receive a collection note.
Making Changes After Sending a Collection Note
If you edit an invoice after sending a collection note:
A new version of the invoice will be generated
You’ll see a record of previous versions
Any changes must be resent to the buyer, and a new collection note must be sent
Where to find this info:
In the Invoice List, preview which versions were sent
Click the blue History button for detailed version tracking
Example Collection Note
Below is an example of a collection note:
