Providers

A provider that is in-scope for a levy collection is referred to as a levy collection provider.

Click on the provider from the listing to bring up the levy collection provider screen.

Add provider

If you need to add providers specially, because they were not picked up by the import in-scope providers process, click on the add provider button. This will allow you to select the provider and bring them into the levy collection. This will be recorded as a levy collection override against the levy collection.

Actions

The actions pane shows tasks that are currently applicable to the levy collection provider.

Running a levy collection provider task

Click on a task in the provider actions pane to run it.

If the task you are looking for is not listed, try using the search tasks function or clicking on the show unavailable tasks button.

Tasks that are not currently available will include an explanation of why they cannot be run.

Levy calculation

The levy calculation for the levy collection provider.

Invoice

Details of the invoice or invoices associated with the levy collection provider. If an invoice has not yet been raised, you can preview the invoice PDF document from here.

Notices

Notices that have been sent to the levy collection provider.

Contacts

Contacts for the levy collection provider.

Notes

Notes for the levy collection provider.

History

Logs of all actions and changes to data associated with the levy collection provider.