:::note[Availability]
**Collection requests** — enabled per workspace. Configured by a workspace
administrator.
:::

Plan a collection ahead of time and assign it to a rep to execute — "collect
X from customer Y by date D" — instead of waiting for the rep to record it
on their own.

## Before you start

- You need the **`sales:collections:requests/create`** permission.
- The person you assign the request to must hold a role that is allowed to
  be assigned collection requests. If they do not appear in the assignee
  list, ask your administrator to check their role.

## Steps

1. Open **Collection Requests** and choose **New Collection Request**.
2. Enter the **amount**, **method**, the customer, a **due date**, and
   optionally a **note**.
3. Pick the **assignee** — the rep who will execute the request.
4. Choose **Save**. The rep now sees the request and can collect against it
   from their side.
5. When the rep collects, the request shows the resulting collection under
   **Related Collections**, and closes automatically once your workspace's
   auto-close rules are met.

## What can go wrong

**The assignee list shows "No results found" even for someone you expect to
see.** Assignability comes from the person's role, not from their
permissions or account level — even a super-user account will not appear
unless their role is marked assignable. Ask your administrator to check the
role.

**The request does not close after the rep collects the full amount.** Your
workspace's auto-close settings control this independently for cash
collections and for full-amount collection — either one may be off. The request still
shows the collection either way; it just needs a manual status change if
auto-close is off.

## Related

- [Record a collection](/back-office/record-a-collection/)
- [Approve a collection](/back-office/approve-a-collection/)