--- title: User Guide - How to Setup a Collections Schedule description: Collections - How to Setup a Running Schedule --- [Skip to content](https://solutions.smartwebs.com/en-us/smartwebs-solutions/collections-how-to-setup-a-running-schedule#main-content) English - United States Show submenu for translations ![Logo-FullColor HOA management Platform-1](https://solutions.smartwebs.com/hubfs/Logo-FullColor%20HOA%20management%20Platform-1.svg) - [Smartwebs Solutions Home](https://solutions.smartwebs.com/) - [Contact Us](https://share.hsforms.com/2VBrljHAiSeCkcUy_-IEe_Aq0yoc) - [Manage Tickets](https://support.smartwebs.com/tickets-view) Open main navigation Close main navigation - [Smartwebs Solutions Home](https://solutions.smartwebs.com/) - [Contact Us](https://share.hsforms.com/2VBrljHAiSeCkcUy_-IEe_Aq0yoc) - [Manage Tickets](https://support.smartwebs.com/tickets-view) - English - United States Show submenu for translations - [Contact Us](https://share.hsforms.com/2VBrljHAiSeCkcUy_-IEe_Aq0yoc) [Contact Us](https://share.hsforms.com/2VBrljHAiSeCkcUy_-IEe_Aq0yoc) How can we help you? - There are no suggestions because the search field is empty. 1. [Smartwebs Solutions](https://solutions.smartwebs.com/en-us/smartwebs-solutions?hsLang=en-us) 2. [Accounting](https://solutions.smartwebs.com/en-us/smartwebs-solutions/accounting?hsLang=en-us) 3. [Receivables](https://solutions.smartwebs.com/en-us/smartwebs-solutions/accounting?hsLang=en-us#receivables) October 15, 2025 # User Guide - How to Setup a Collections Schedule ## Use the guide below to setup a running schedule for your collections process, after you have configured your Collections levels in Accounting \> Settings \> Collections. This process will automatically run the collections process for you at the time(s) you indicate during the setup. Keep in mind that this will only *run* the Collections process and will *not* automatically approve, print, or send any collection letters. \*\*This guide is to be followed only after you have already setup and configured your Collection settings. Refer to "User Guide - Collections Levels Setup" for directions.\*\* #### **Navigation** Navigate to Accounting \> Settings \> Collections \> Collection Levels Setup. ![](https://solutions.smartwebs.com/hs-fs/hubfs/image-png-Jun-03-2025-04-04-18-4559-PM.png?width=670&height=565&name=image-png-Jun-03-2025-04-04-18-4559-PM.png)   #### **Setup** To setup a Running Collections Schedule: 1. Select the "Running Schedule" dropdown then select the "On a Recurring Schedule" option. 2. Set the "Recurrence Pattern" and the "Range of recurrence". 3. You can reference the "Description" section to confirm that your Running schedule settings look correct. 4. Select "Save" ![](https://solutions.smartwebs.com/hs-fs/hubfs/image-png-Jun-03-2025-04-04-44-9072-PM.png?width=670&height=194&name=image-png-Jun-03-2025-04-04-44-9072-PM.png) Once setup you can view when the schedule will run in the "Running Schedule" row. ![](https://solutions.smartwebs.com/hs-fs/hubfs/image-png-Jun-03-2025-04-05-01-5925-PM.png?width=536&height=317&name=image-png-Jun-03-2025-04-05-01-5925-PM.png) #### **Sending Collection Letters** Although the Collection process will run automatically for you, you will still need to Approve, print and send the collection letters. Once the Collection Process runs you can navigate to the collection batch by going to: 1. Accounting \> Receivables \> Collections \> Pending Batches. 2. 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