You can change an account’s Collection Agency Status if the account is in collections and the account has been referred to a collection agency. If the account is NOT in collections, the Edit Collection Agency Status option does not appear in the shortcut menu. If the account is in collections, but has NOT been referred to a collection agency, the Edit Collection Agency Status option appears in the right-click menu, but it is not available and you cannot select it.
To change an account’s Collection Agency Status:
Right-click anywhere in the Collections Information section of the Collection Detail tab of the Treatment window and select Edit Collection Agency Status. This displays the Update Collection Agency Status window.
Select the desired status from the drop-down list and click Save. This updates the Agency Status on the Collection Detail tab of the Treatment window with your selection. If you select Sent to Collection Agency, the Status Action Date is set to the current date and time.
Note:
Setting the Agency Status to Sent to Collection Agency indicates an Agency File was exported to the collection agency.