How_do_I_set_up_collection_codes_

How do I set up collection codes?

Add, modify, or remove collection codes. A collection code is a label or title that describes a behavior for collecting payment. Use Collection Codes to add, modify, or remove collection codes. For example, bankruptcy, write-off, or collection agency.

Adding a collection code

1. Open Connect Utility Management > Organization > Collection Codes.

2. Click New (CTRL+N).

3. Enter the Collection Code.

This is the name to assign to the collection code.

4. Set up the checkbox titled Send Utility Bill.

The statement that summarizes billed amounts for services, such as light, power, or water, is a utility bill. Use Send Utility Bill to add the account to the list of utility bills.

For example, City XYZ sets up a collection code for deceased customers. Since a new customer must be set up to replace the deceased customer, the collection code is set up to send a utility bill as well as send a delinquent notice if the bill is over due.

5. Set up the checkbox titled Delinquent Notice.

A delinquent notice lets the individual know that the payment is overdue. Use Send Delinquent Notice to add the account to the list of delinquent accounts.

6. Set up the checkbox titled Send Shutoff Notice.

A shutoff notice is a letter that is sent to a customer as a last attempt to collect payment before service is shut off. Use Send Shutoff Notice to add the account to the list of shutoff accounts.

For example, City XYZ creates a collection code for accounts that are written off. In order to notify the account holder of the account status, the clerk selects the option to send a delinquent notice to inform the customer of the delinquent balance. Then, the clerk selects the option to send a shutoff notice to inform the customer that service will be shut off.  

7. Set up the checkbox titled Display Warning When Entering Payments.

When this option is selected, a warning message will display the collection code on the screen when you enter a payment for a customer who is assigned to the collection code.

8. Set up the checkbox titled Display Warning When Entering Adjustments.

When this option is selected, a warning message will display on the screen when you enter an adjustment for a customer who is assigned to the collection code.

9. Click Save (CTRL+S).

The collection code is saved.

 

Changing the collection code properties

1. Open Connect Utility Management > Organization > Collection Codes.

2. Use the Lookup bar to enter a collection code. Press Enter.

3. Now, update the collection code properties.

4. Click Save (CTRL+S).

The changes to the collection code are saved.

 

Deleting a collection code

1. Open Connect Utility Management > Organization > Collection Codes.

2. Use the Lookup bar to enter a collection code. Press Enter.

3. Click Delete (CTRL+D).

The collection code is deleted.

 

 

Updated on 21Jun2017.

 

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

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