Documentation Index

Fetch the complete documentation index at: https://help.idibilling.com/llms.txt

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Sending a Customer to Collections

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To send a customer to Collections, click the Send to Collections icon: UG template for Help

You’ll be prompted to confirm the action. After confirming the customer will be flagged as in Collections and edit icons will be available for editing the applicable fields as when a customer is in Collections.

Sending a customer to Collections updates the Collections Status to Past Due. Also, when a customer is in Collections, an alert is present on the Account Summary page that provides a link to the Collections page.

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