Collections

Letters

• A Responsible Party is not current on payments for the account. Before we send the account to a collection agency, we want to send a letter to the account. How do I send a collection letter to the Responsible Party?
• Our office has several accounts that are not current on payments. I’ve indicated that the account is in Collections. Before we send the account to a collection agency, we want to send a letter to the account. How do I send a collection letter?
• Our office has several accounts that are not current. How do I send a collection letter to the Responsible Parties?
• Our office wants to setup a new collection letter. How do I design one?

Payments

• How do we setup the office where Payment Portal payments should post?
• A responsible party that has been turned over to a collection agency has made a payment through the agency. In turn, the agency has provided my office with the payment. How do I indicate the payment has been made?

Indications on Responsible Party Record

• I have a responsible party that needs to be turned over to a collection agency. How do I indicate the account is in arrears and has been assigned to a collection agency?
• Our office wants to indicate our overdue accounts. Currently, there s not a Responsible Party Type that is appropriate for selection. How do we setup a new type?