# Collection automations

What Collection does by itself: three scheduled jobs, fourteen e-mail templates sent by the alert rules or by hand, and the follow-up activity of a new contract, with how to stop each one.

Collection runs three scheduled jobs and writes its e-mails from fourteen templates. Every automatic e-mail comes from an alert rule or from the weekly digest of [Collection settings](collection-settings#alert-rules): without them, the app writes to nobody by itself. Each e-mail goes to one reader, in their language, to the address on their contact.

The jobs are active once the app is installed, and off on a test copy of the database. An administrator stops or starts them in the scheduled actions of the technical menu ([Developer mode and the technical menus](/docs/general-settings/developer-mode-and-technical-menus)).

## Scheduled jobs {#scheduled-jobs}

### Auto Installment Payment Reminders {#reminders-job}

- **When:** once a day.
- **What it does:** for each **Due Date** rule, sends **Collections: Installment Due (Debtor)** and **(Owner)** about the unpaid installments of contracts **Under Collection** due that many days ahead or ago. Each goes once per installment and due date; a missed day is caught up within seven days.
- **How to stop it:** delete the **Due Date** rules, or stop the job.

### Auto Installment State Changer {#late-job}

- **When:** once a day.
- **What it does:** flags the unpaid installments past their due date as late. The **Late** ribbon and the **Overdue** filter read the due date directly, so they show whether the job has run or not.
- **How to stop it:** stop the job; nothing you see changes.

### Collection: Weekly Due Digest {#digest-job}

- **When:** every Sunday at 08:00, server time (UTC).
- **What it does:** when **Weekly Due Digest** is ticked, e-mails **Collections: Weekly Due Digest Notify** to each contact of **Send To**: the total unpaid on contracts **Under Collection**, then one line per debtor and contract. When **Weekly Due Digest (WhatsApp)** is ticked, it sends the WhatsApp digest to its own list, whether the e-mail digest is on or not.
- **How to stop it:** clear **Weekly Due Digest** and **Weekly Due Digest (WhatsApp)**, or stop the job.

## Templates sent by the alert rules {#rule-templates}

Each one stops when its row is deleted in [Collection settings](collection-settings#alert-rules).

- **Collections: Approvals Request (Debtor)** and **(Owner)**: when a contract is created or set back to **To Approve** and a **To Approve** row exists, or when one party signs and a **Signature Approval** row matches. They give the party their own signing link and attach the contract PDF, **Collection Report**.
- **Collections: Under Collection Notify**, **Contract Collected Notify** and **Contract Cancelled Notify**: when the contract reaches that status and a **Contract Status** row exists for it.
- **Collections: Installment Partially Paid Notify** and **Installment Fully Paid Notify**: when an installment becomes **Partial Paid** or **Paid** and an **Installment Status** row exists, unless the contract is cancelled.
- **Collections: Installment Due (Debtor)** and **(Owner)**: from the reminders job above, as [Installments and reminders](installments-and-reminders#reminders) describes.

## Templates sent by hand {#manual-templates}

Nothing leaves until someone clicks **Send** in the e-mail that **Send to Debtor** or **Send to Owner** opens.

- **Collections: Payment Receipt Notify**, from a **Paid** payment: [Register a payment](register-a-payment#receipt).
- **Collections: Discount Offer (Debtor)**, **(Owner)** and **Discount Approved Notify**, from a discount, the offer before approval and the notice after: [Offer a discount](offer-a-discount#send).
- The two **Installment Due** templates, from a **Scheduled** installment.

## When a contract is created {#on-create}

- **When:** a contract is created with someone in **Assigned To**.
- **What it does:** schedules a to-do for that person, due the same day, such as "DCC00001: Please review the above collection request.", in the language of whoever created it.
- **How to stop it:** it cannot be switched off; mark the activity done ([Activities](/docs/activities)).

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- Source: https://jaah.app/docs/collection/collection-automations
- Updated: 2026-10-28
- Version: Collection 19.0.3.2.5