Moving an Account to Collections

Moving an Account to Collections

You may be presented with an account that has to be moved to collections. This is easily done with your Insight account.

First search for the account that you need to move to collections. Once inside the account, click on the red move to collections button.

Click on the red move to collections button in the member's account.

 

Next, you will enter the collection fee and the reason for the account moving to collections. Then, click the red move to collections button.

Next, enter the collections fee, reason for moving to collections, and click the red move to collections button.

 

Now you will see that a message has popped up on your member’s account reminding you to complete the collections paperwork.

Click on the red complete task button.

Reminder pops up to complete collections paperwork. Click on the complete task button.

 

A form will appear that you will need to complete. You will see the member’s account information and notes on the account, but the area you will completing is the collections paperwork area in the middle. Here you will enter the action taken such as email, phone call, or spoke to the member in person. You will also enter the resolution as to what happened when you contacted the member. There is also an area to enter a note regarding the action taken. Once you’ve entered all the necessary information, click save.

Collections paperwork area in the middle area. Fill out the action taken, resolution, and enter any notes you would like to add. Click save.

 

Take Account Out of Collections

When you are ready to take the account out of collections, just click the green update to green button on the member’s account. That’s it! The member’s account is now out of collections.

Click on the green update to green button in the member's account.