---
title: "Edit Collection Agency"
slug: "edit-collection-agency"
updated: 2026-08-10T20:15:52Z
published: 2026-08-10T20:15:52Z
canonical: "help.idibilling.com/edit-collection-agency"
---

> ## 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.

# Edit Collection Agency

You can assign a collection agency to an account that has been placed into collections. If the account is NOT in collections, the **Edit Collection Agency** option does not appear in the right-click menu.

To assign a collection agency to an account that is in collections:

1. Right-click anywhere in the Collections Information section of the Collections window and select **Edit Collection Agency**. This displays the Update Collection Agency window.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/13301.bmp?sv=2026-02-06&spr=https&st=2026-11-14T11%3A11%3A54Z&se=2026-11-14T12%3A11%3A54Z&sr=c&sp=r&sig=zrWzfV0Cu7%2FFqS%2Fjs6gtR3Rew66t5MoKm3nQMYVYeog%3D)
2. Select the desired agency from the drop-down list. Select **Not Referred**, if you want to remove the agency referral from this account.
3. Click **Save**. This updates the Treatment window with the referral:
  - Status is changed to “Referred to Collection Agency.”
  - Agency is updated with your selection.
  - Agency Status is set to “Must Be Sent.”
  - Agency Contact Information is populated with the selected collection agency’s contact information.

> [!NOTE]
> Note:
> 
> If you select **Not Referred**, Status is changed to “Past Due.” Status Action Date, Agency, Agency Status, and Agency Contact Information are cleared.