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.

IDI version 26.8 is now available.  Click here for details: IDI Updates.

Re-exporting the Collections Letter

Prev Next

When you manually assign the account to a Collections Agency and update the Agency Status to Sent to Collection Agency you bypass the workbook function that automatically sends the Collections letter. In this case you need to manually re-export the letter. To do this, click the Re-Export icon in the upper right corner.

(Show Picture)

UG template for Help

This clears the Action Date which results in the collections letter being re-exported by a scheduled job.