---
title: "Collections Search"
slug: "collections-search"
updated: 2026-08-10T20:15:52Z
published: 2026-08-10T20:15:52Z
canonical: "help.idibilling.com/collections-search"
---

> ## 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.

# Collections Search

The Collections Search function enables you to search for customer accounts that are in collections. To initiate a Collections Search:

- On the **Applications** menu, click **Treatment Management > Collections Search**.

This displays the Collections Search form.

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/54362.gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A21%3A43Z&se=2026-11-14T12%3A21%3A43Z&sr=c&sp=r&sig=pLluOm7aHle3arpwvi3iR%2FZ2692kVdAJmqveYTDKbbw%3D)
- Enter search criteria. You can select as many check boxes as you wish in each section: none, some or all.

| Market | To search for accounts in a specific market, select the desired market by checking the corresponding check box. |
| --- | --- |
| Account Type | To search for accounts with a specific account type, select the desired type by checking the corresponding check box. |
| State /Province | To search for accounts in a specific state or province, select the desired state/province by checking the corresponding check box. |
| Bill Cycle | To search for accounts in specific bill cycles, select the desired bill cycles by checking the corresponding check box. |
| Collection Status | To search for accounts with a specific collection status, select the desired status by checking the corresponding check box. |
| Collection Agency | To search for accounts that have been referred to a specific collection agency, select the desired agency by checking the corresponding check box. |
| Collection Agency Status | To search for accounts with a specific collection agency status, select the desired status by checking the corresponding check box. |
| Credit Class | To search for accounts with a specific credit class, select the desired statuses by checking the corresponding check box. |
| Assigned To | To search for accounts that are assigned to a specific collections person/group, select the desired person/group by checking the corresponding check box. |
| Include Group Members | Select/check this check box if you want to include all the members of the selected "assigned-to" group. |
| Account Status | To search for accounts with a specific account status, select the desired status by checking the corresponding check box. |
| Arrears |
| Aging Group | To search for accounts that are in a specific aging group, select the desired group from the drop-down list. |
| Aging Bucket | To search for accounts that are in a specific aging bucket, select the desired bucket from the drop-down list. |
| Amount | To search for accounts that have an amount in arrears that is greater than or equal to a specific dollar amount, enter that dollar amount. |
| Status Action Date > [!NOTE] > Note: > > If an account has a Status Action Date, this indicates the account was referred to a collection agency and a Collections Letter or Agency File was exported to that agency. |
| From and To | To search for accounts with a Status Action Date that falls within a specific range: - Enter the first date of the desired range in the From field. - Enter the last date of the desired range in the To field. To search for accounts with a Status Action Date that occurs on or after a particular date: - Enter the desired date in the From field. - Do not enter anything in the To field. To search for accounts with a Status Action Date that occurs on or before a particular date: - Do not enter anything in the From field. - Enter the desired date in the To field. |
| Suspend Date |
| From and To | To search for accounts with a Suspend Date that falls within a specific range: - Enter the first date of the desired range in the From field. - Enter the last date of the desired range in the To field. If you are searching for accounts with a Suspend Date that occurs on or after a particular date: - Enter the desired date in the From field. - Do not enter anything in the To field. To search for accounts with a Suspend Date that occurs on or before a particular date: - Do not enter anything in the From field. - Enter the desired date in the To field. |
| Customer Information |
| Account Number | To search for a specific account number, enter the desired account number. > [!NOTE] > Note: > > Wildcards may be used. |
| View Only Customers Currently In Collections | Select/check this check box if you only want to include customer accounts that are currently in collections. |
- Click **Search**.

> [!NOTE]
> Note:
> 
> If no search criteria are specified, all accounts in collections are returned in the search results.

#### Collections Search Results

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/54367.gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A21%3A43Z&se=2026-11-14T12%3A21%3A43Z&sr=c&sp=r&sig=pLluOm7aHle3arpwvi3iR%2FZ2692kVdAJmqveYTDKbbw%3D)

The Collections Search Results window provides the following information:

| Account Number | Account number assigned to customer. |
| --- | --- |
| Customer Name | Customer's name. |
| Account Status | Status of customer account (Active, Disconnected, Suspended, etc.). |
| Collection Status | Collection status assigned to customer account. |
| Status Action Date | If the customer account was referred to a collection agency and an Agency File for this account was exported to that collection agency, this field contains the date and time the file was exported. |
| Total Balance | Total amount that is due on this account. (billed balance + unbilled balance + pending balance) |
| Days Past Due | Total number of days the customer account is past due. |
| Assigned To | Collections person/group assigned to this customer account. |
| Prev. Assigned To | Currently not supported. |
| Change Date | Currently not supported. |
| Collection Agency | If the customer account was referred to a collection agency, this field contains the name of that collection agency. |
| Agency Status | If the customer account was referred to a collection agency, this field indicates whether or not an Agency File was exported to that collection agency: - Must Be Sent - Agency File has not been exported to collection agency - Sent to Collection Agency - Agency File was exported to collection agency |
| Market | Market assigned to customer account. |
| Account Type | Type of customer account - Residential, Business, and so on. |
| Bill Cycle | Bill cycle to which this customer account belongs. |
| Credit Class | Credit Class assigned to the customer based on a credit report. |
| State | Customer's state. |
| Establish Date | Date and time this customer account was created. |
| Disconnect Date | If this account was disconnected, this field contains the date and time of the disconnect. |
| Suspend Date | If this account was suspended, this field contains the date and time of the suspension. |
| Current Balance | This is the current amount due. |
| Arrears 1 - 5+ | Indicates how many billing periods the customer is behind in payments. |
| Collection Exempt | Indicates that the account is exempt from being put into collections. |

From the Collections Search Results window, you can:

- View a particular customer’s account information by double-clicking on the account or right-clicking on the account and selecting **View Customer**. This displays the Customer window for the selected account.
- Perform bulk operations on the accounts currently displayed in the Collections Search Results window. Right-click anywhere in the Collections Search Results window and select **Bulk Operations**, then select the bulk function you want to perform.

> [!NOTE]
> Note:
> 
> If applicable, only results allowed by a user limit-to profile will be displayed.

#### Bulk Operations

[Bulk Assign Account](/v1/docs/bulk-assign-account)

[Bulk Disconnect Customer](/v1/docs/bulk-disconnect-customer)

[Bulk Update Account Status](/v1/docs/bulk-update-account-status)

[Bulk Update Collection Agency](/v1/docs/bulk-update-collection-agency)

[Bulk Update Collection Status](/v1/docs/bulk-update-collection-status)

[Bulk Suspend Account](/v1/docs/bulk-suspend-account)

[Bulk Hotline Account](/v1/docs/bulk-hotline-account)

[Bulk Redirect Account](/v1/docs/bulk-redirect-account)