# Collection settings

The discount ceiling of each access right, the alert rules that write to debtors, owners and collectors when a contract or an installment changes, the weekly digest, and the access rights of the app.

Open **Collection/Configuration/Settings**. The **Collection** section holds three groups: **Discount Limits**, **AUTO Notifications** and **Weekly Digest**.

## Before you start {#before-you-start}

- The **Settings** entry is for administrators, and the **Collection** section shows to a **Manager** of **Collection**.
- Click **Save** to apply a limit or the digest. The alert rules are saved in their own dialogs.

## Discount limits {#discount-limits}

![The Discount Limits group, one ceiling per collection access right, and the AUTO Notifications below it.](https://jaah.app/web/image/13659-affc7fd3/collection-collection-settings-discount_limits-en.png)

**User %**, **Supervisor %** and **Manager %** cap the discount each access right may offer on one contract: 10, 10 and 20 percent unless changed. Whoever creates or changes a discount is held to the limit of their highest right, with every discount of the contract added up, drafts included. A fixed amount counts as its share of the contract's **Remaining**. How a discount is offered is explained in [Offer a discount](offer-a-discount).

## Alert rules {#alert-rules}

Under **AUTO Notifications**, four alerts have a **Configure** link that opens their rules. Each row is one alert; without a row, nothing is sent. Each setting also lists, read only, the e-mail templates it uses.

| Setting | A row is | Sent to | Installed with the app |
|---|---|---|---|
| **Signature Approval** | an **Event**: one party signed, the other has not | **Debtor**, **Owner**, each with their own signing link | two rows by e-mail, each to the party still to sign |
| **Contract Status** | a **Status**: **To Approve**, **Under Collection**, **Collected** or **Cancelled** | the roles ticked: **Debtor**, **Owner**, **Assigned To** | none |
| **Installment Status** | **Partial Paid** or **Paid** | the roles ticked | none |
| **Due Date** | a timing in days before or after the due date | **Debtor**, **Owner** | none |

![The two signature approval rules installed with the app, each sent by e-mail to the party still to sign.](https://jaah.app/web/image/13663-fe0d4b79/collection-collection-settings-approval_rules-en.png)

On a phone, the rules open full screen.

- In a dialog, **New** adds a row and **Save** keeps it; to remove rows, tick them, then **Delete** and **Ok**. One row per status, event or timing.
- **Channel** chooses e-mail, WhatsApp or both: [WhatsApp in collection](/docs/whatsapp/whatsapp-in-collection).
- A **To Approve** row and the **Signature Approval** rows reach only the two parties who sign; **Assigned To** is ignored there.
- Installment alerts stop once the contract is cancelled.
- **Due Date** rows are the reminders described in [Installments and reminders](installments-and-reminders#reminders).

The **Discount** setting has nothing to configure: it lists the templates that **Send to Debtor** and **Send to Owner** use on a discount.

## Weekly digest {#weekly-digest}

Tick **Weekly Due Digest**, choose the colleagues in **Send To**, and save. Each Sunday, every one of them with an e-mail address receives one summary of the unpaid installments of every contract **Under Collection**: the total, then one line per debtor and contract, largest first. Nothing is sent when nothing is unpaid. The template is shown under the option.

![Ticking Weekly Due Digest shows Send To, the colleagues who receive the summary every Sunday; Save applies it.](https://jaah.app/web/image/13665-539de725/collection-collection-settings-weekly_digest-en.png)

**Weekly Due Digest (WhatsApp)**, beside it, sends the same summary by WhatsApp to its own list: [WhatsApp in collection](/docs/whatsapp/whatsapp-in-collection#weekly-digest). The schedule of both is in [Collection automations](collection-automations).

## Access rights {#access-rights}

Each user gets one access right on **Collection**, set on the user's form: [Create a user and set access rights](/docs/general-settings/create-a-user-and-set-access-rights). Each right adds the actions of the one before it, but **User** and **Supervisor** see only their own contracts and those assigned to no one, while **Readonly** reads them all.

| Access right | Can |
|---|---|
| **Readonly** | Read every contract with its installments, payments and discounts; change nothing |
| **User** | Create and change the contracts assigned to them or to nobody, with their installments, payments and discounts; the payment methods and cancellation reasons |
| **Supervisor** | Also the contracts they supervise or that have no supervisor |
| **Manager** | Every contract; the **Collection** section of the settings; the legal terms templates |

## FAQ {#faq}

### Nobody received the contract status e-mails. {#no-status-mail}

The app installs no **Contract Status** row. Add one per status you want announced, and tick its recipients.

### Can the collector get the due-date reminders? {#collector-reminders}

No: reminders go to the debtor and the owner only. Colleagues follow the unpaid installments through the weekly digest.

### Does a limit change existing discounts? {#limit-existing}

No. It is checked when a discount is created or changed.

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