Create procedures

Procedures help you collect overdue invoices by placing critical collection steps on a timeline. Each step represents an action such as calling the account contact, sending a reminder, or issuing a debt-collection letter - giving you a clear view of where each account stands and what needs to happen next.

Steps

1. In the Collections navigation header, select Settings.
2. Select Procedures from the left menu.
3. Select Add procedure.
4. Select how the procedure starts:

   Option	Description
   Procedure assigner	Only one account procedure runs at a time - use this for a single, standard collection flow
   Whenever start conditions are met	Multiple procedures can run simultaneously based on conditions you specify - use this for more complex or segmented collection flows

5. Select the subject of the procedure:

   Option	Description
   Account	Only child accounts that match procedure criteria are included. You can still escalate reminders to the parent account.
   Account hierarchy	Includes the entire account structure - parent and child accounts together

6. Give the procedure a descriptive name.
7. Select the company to which the procedure applies.
8. Select a progression type:

   Option	Description	When to Use
   Leading days in procedure	Collection steps are triggered when an unpaid invoice reaches a specified number of days in procedure	Use this when you want steps to progress based on the age of the invoice
   Days after previous step	The procedure progresses based on the number of days since the last collection step was completed	Use this when you want steps to progress based on collector activity - that is, when the last step was completed

9. Select Submit.

Next Steps

Add steps to the procedure to define the actions that will be taken at each point in the timeline. See Add Steps to a Procedure for instructions.

Related Articles

• Add Steps to a Procedure
• Manage Procedures
• Add Account and Document Conditions
• Use AI Procedure Recommendations
• Configure Account Hierarchy

Need Help?

If the Procedures option is not visible in Settings, confirm that your account has system administrator permissions. Contact the Billtrust Support team for further assistance.