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Send to Collections

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You can only send a customer account to collections if the account is NOT already in collections and the customer is not exempt from collections (Collection Exempt is False). The Send to Collections option does not appear in the shortcut menu if the account is in collections or exempt from collections.

To manually send an account to collections, right-click anywhere in the Collections Information section of this window and select Send to Collections. The account’s Collection Status is set to “Past Due.”