Create and edit codes in Collections

Codes are used throughout Collections to organise and facilitate reporting and internal communication. Four code types are available:

Code Type What It Classifies Examples
Dispute The root reason why an invoice or document is being contested by the account Wrong price, goods damaged, incorrect VAT or tax, missing PO, late delivery
Note The subject, context, or category of a comment or interaction logged against an account or document Payment inquiry, broken promise, follow-up required, general administrative update
Outsource The external agency, legal partner, or third party assigned to recover past-due debt Specific collection agencies, legal counsel, external bailiffs
Status The specific justification or trigger for placing a document into a custom or internal status Pending credit memo, awaiting customer contract, system reconciliation

Steps

  1. In the Collections navigation header, select Settings.
  2. Select a code type from the left menu: Dispute codes, Note codes, Outsource codes, or Status codes.
  3. Select Add new.
  4. Give the code an informative name and then enter the code itself. For example, you might designate the code PFU for priority follow-up calls.
  5. Select the company to which the code applies.
  6. (Outsource codes only) To share codes with third parties, select Outsource API enabled.
  7. (Status codes only) Select the payment status the code represents - for example, paid, payment plan, or put on hold.
  8. Select Save.

Edit or Delete Codes

  • To edit a code: Select it, make your changes, and then select Save.
  • To delete a code: Select the trash can icon and then select OK.

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Need Help?

If a code is not appearing in the expected dropdown after saving, confirm that the correct company is selected and that the code was saved successfully. Contact the Billtrust Support team for further assistance.