---
title: "Bulk Update Collection Agency"
slug: "bulk-update-collection-agency"
updated: 2026-08-10T20:04:09Z
published: 2026-08-10T20:04:09Z
canonical: "help.idibilling.com/bulk-update-collection-agency"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Bulk Update Collection Agency

You can assign a collection agency or change the collection agency assigned to the customer accounts currently displayed in the Collections Search Results window. To bulk assign a collection agency:

- Right-click anywhere in the Collections Search Results window and select **Bulk Operations > Bulk Update Collection Agency**. This displays the Bulk Update Collection Agency window.

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/13326.bmp?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A57Z&se=2026-11-14T11%3A58%3A57Z&sr=c&sp=r&sig=jfEynXaemcL%2FEHnv8MnVhcsBScbT00y9t9WuVyaaSMc%3D)
- Select the desired collection agency from the drop-down list.

> [!NOTE]
> Note
> 
> Select **Not Referred** if you want to remove the agency referral from these accounts.
- Click **Save** to assign the selected agency to the customer accounts currently displayed in the Collections Search Results window. This displays a Bulk Operation Status window indicating the bulk operation completed successfully.
- Click **OK**. This updates the following columns in the Collections Search Results window:
  - Collection Status is set to “Referred to Collection Agency.”
  - Collection Agency is updated with your selection.
  - Agency Status is set to “Must Be Sent.”

> [!NOTE]
> Note
> 
> If you select **Not Referred**, Collection Status is changed to “Past Due.” Status Action Date, Collection Agency, and Agency Status are cleared.