Add account and document conditions 

After creating a procedure, you can fine-tune the criteria by which accounts are moved into it. For example, you can specify that an account must owe more than 5,000 before being moved to a procedure.

Navigation: Select a procedure from the Procedures overview page, then select Edit.

Set Account Conditions

  1. Select a procedure and then select Edit on its overview page.
  2. Under Account conditions, select one or more of the following options:
    • Debit due: Total credit must be greater than...
    • Has documents...
    • Has invoices...
    • Is not in manual procedure...
    • Total due expired of the documents that satisfy the conditions of the procedure must be greater than...
    • Total due of the documents that satisfy the conditions of the procedure must be greater than...
    • Total due expired must be greater than...
    • Total due must be greater than...
  3. If the option requires a number, enter it in the data field.
  4. Select Add.
  5. Repeat steps 2-4 until all required account conditions are configured.

Set Document Conditions

  1. Select a procedure and then select Edit on its overview page.
  2. Under Document conditions, select one or more of the following options:
    • Amount of the document must be greater than...
    • Dispute code must be one of the following... (select all dispute codes that apply)
    • Number of days expired must be between...
    • Is not an archived document...
    • Is not “On Hold”...
    • Not status condition - select all statuses that apply (for example, paid, payment promise, dispute)
    • Is not in one of the following states - select all statuses that apply
  3. If the option requires a number, enter it in the data field.
  4. Select Add.
  5. Repeat steps 2-4 until all required document conditions are configured.

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Need Help?

If conditions are not filtering accounts as expected, confirm that the correct condition type and value are selected and that Add was selected after each condition. Contact the Billtrust Support team for further assistance.