Setting Up Collection Agencies

You must set up a collection agency for each such organization to which you refer delinquent debt. To define a collection agency, select Admin > Credit & Collection > Collection Agency.

Description of Page

Enter an easily recognizable Collection Agency code and Description for each collection agency.

A collection agency must be associated with a Person. Choose the Person ID of the organization from the prompt.

Fastpath:

Information about how to set up persons is discussed in Maintaining Persons.

Turn on the Active switch if the collection agency is actively receiving referrals.

Specify the Batch Control that's used to route new and cancelled referrals to the collection agency. The batch control's description is displayed adjacent.

Where Used

Collection agencies get assigned to collection agency referrals when the collection agency referral background process executes. Refer to How Do Collection Agency Referrals Work? for more information.