This article explains how to transfer debtor accounts from one collector to another and how to generate collector account statements. The Collector to Collector journal is typically used when a collection partner was set up as a standard collector before they integrated with d6, and accounts need to be moved to the new d6 Collection Partner account.

Finances > Debtors > Journals

When do I need to transfer accounts between collectors?

If a collection partner was previously set up as a standard collector in d6 Finance before they decided to integrate with d6, you will have two collector accounts for the same partner — the original (incorrect) one and the new d6 Collection Partner account. You need to transfer all the accounts handed over from the old collector to the new one so that the integration works correctly.

How do I transfer accounts from one collector to another?

Follow these steps to create a Collector-to-Collector handover journal.

1. Navigate to Finances > Debtors > Journals.

2. Click the Do a journal button.

3. Under Journal information, select Debtor Handover Journal as the journal type.

4. Set the Journal from field to Collector to Collector.

5. Select the original (incorrect) collector account as the From Collector.

6. Click Continue and select the new d6 Collection Partner account as the destination.

7. Enter the total amount for the handover.

8. Ensure that all linked accounts are transferred to the new collector.

9. Click Continue to finalise the transfer.

Once the transfer is complete, all previously handed-over accounts will now sit under the correct d6 Collection Partner account.

How do I generate collector account statements?

After debtor accounts have been handed over or transferred, you can generate statements for the collection partner.

Finances > Account Statements

1. Navigate to Finances > Account Statements.

2. Under Type, select Collector and choose the relevant collection partner.

3. To create statements for all learners who have been handed over, click Select All.

4. An email template is available where you can include the collector's contact details before sending.

Important notes

• Collector to Collector vs School debtors to Collector: The Collector to Collector journal is only needed when transferring accounts between two existing collector accounts. For first-time handovers from the school, use School debtors to Collector instead.

• Verify after transfer: After completing the Collector to Collector journal, confirm that all accounts appear under the new d6 Collection Partner account before generating statements.

• Support: If you have any questions about the transfer process, contact support@d6plus.co.za.

Frequently asked questions

What is the difference between School debtors to Collector and Collector to Collector?

School debtors to the Collector is used when handing over a family's account to a collection partner for the first time. Collector to Collector is used when you need to transfer accounts that were already handed over from one collector account to another — typically when a collector was set up incorrectly before integrating with d6.

My collector was set up as a standard collector before they integrated with d6. What do I do?

Create the new d6 Collection Partner account first, then use a Collector-to-Collector journal to transfer all handed-over accounts from the old collector to the new one. After the transfer, you can generate statements from the new account.

How do I generate statements for a debt collector?

Go to Finances > Account Statements, select Collector as the type, choose the collection partner, click Select All to include all handed-over learners, and use the email template to send the statements.

Can I include the collector's contact details on the statements?

Yes. When generating statements, an email template is available that lets you include the collector's contact details before sending.

Who do I contact if I need help with the transfer?

Contact the d6 support team at support@d6plus.co.za for assistance with collector transfers or any questions about the integration.