Send Charges to Collections

Overview

Use the Send to Collections option in the Account Ledger to send unpaid charges to collections. This feature helps billing staff and administrators manage delinquent accounts more effectively by initiating collection actions directly within the client’s chart. You can also add a note during the process to document the reason for sending the charges to collections, ensuring better tracking and follow-up.

Visual Indicators

Once charges are sent to collections, the following visual cues appear:

• Account in Collections tag
  A red Account in Collections tag is displayed at the top of the Account Ledger when at least one charge is in collections.

• Collections icon
  A collections icon appears in the Charge column for each charge sent to collections. Hovering over the icon displays the note entered during the collection process.

Send Charges to Collections

To send charges to collections:

1. Navigate to the client's chart.

2. Click Account and expand the Account Ledger panel.

3. Select the applicable charges using the checkboxes.

4. Open the Actions dropdown and select Send to Collections.

5. In the Charges in Collections screen, enter a note describing the action (for example, “Charge unpaid past due date—sent to collections for further action”).

6. Click Save.
   

A confirmation message appears, indicating the charges have been sent to collections.

Remove Charges from Collections

To remove charges previously sent to collections:

1. In the Account Ledger, open the Actions dropdown.

2. Select Remove from Collections.

3. In the Charges in Collections screen, click Save.

A confirmation message appears, indicating the charges have been removed from collections.

FAQs

You can find the Frequently Asked Questions (FAQs) on our Knowledge Base page.

Click here for quick access to the FAQs.

Need Help?

For further assistance, contact:
📞 Phone: 443-203-5857
📱 Text: 866-301-0085
📧 Email: ticket@icanotes.com
💬 Chat: https://app.icanotes.com

Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.

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