---
title: "Collection Detail Tab"
slug: "collection-detail-tab"
updated: 2026-07-30T16:52:25Z
published: 2026-08-10T20:13:11Z
canonical: "help.idibilling.com/collection-detail-tab"
---

> ## 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.

# Collection Detail Tab

The **Collection Detail** tab is automatically displayed when the Treatment window opens.

> [!NOTE]
> Note:
> 
> If the account was turned over to a collection agency, the Agency field contains the name of that agency and the Agency Status indicates whether or not an Agency File has been exported to that agency. If an Agency File was exported, the Agency Status is set to “Sent to Collection Agency” and the Status Action Date contains the date of the export.

To modify the collections information for this customer account, right-click anywhere in the Collections Information section of this window and select the function you want to perform.

If the account is out of collections, the functions available to you are:

[Toggle Collection Exempt](/v1/docs/toggle-collection-exemption)

[Send To Collections](/v1/docs/send-to-collections)

If the account is in collections, these functions may be available:

[Edit Assigned To](/v1/docs/edit-assigned-to)

[Edit Collection Status](/v1/docs/edit-collection-status)

[Edit Collection Agency](/v1/docs/edit-collection-agency)

[Edit Collection Agency Status](/v1/docs/edit-collection-agency-status)

[Re-Export Letter](/v1/docs/re-export-letter)

[Remove from Collections](/v1/docs/remove-from-collections)

From this tab, you can also [Edit Special Handling Instructions](/v1/docs/edit-special-handling-instructions)