Edit company details in Collections

On the Company Details page you can review and update key information about the companies in your Collections portfolio - including contact details, branding, email signatures, and collection activity settings.

Navigation: Select Settings → Settings from the top navigation menu, then select Company details from the left menu.

What You Can Change

  • Update basic company information such as address and contacts
  • Pause or resume collections activity
  • Update negligence interest and penalty clause percentages - see Negligence Interests and Costs
  • Update the minimum and maximum cost of damages in multiple currencies
  • Change a company’s branding - logo and letterhead template
  • Create or revise a custom email signature
  • Restrict changes to DIP on working days only

Steps

  1. Select Settings → Settings from the top navigation menu.
  2. Select Company details from the left menu.
  3. Select a company from the list.
  4. Make your changes:
    • Use the editable fields to update company details, branding, and contact information.
    • Use the rich text editor to create or revise the company’s email signature.
    • Select Pause BT Collections to pause the progression of days in procedure. Select Resume BT Collections to resume DIP activity.

    Warning: Pausing Collections suspends DIP progression but does not stop automated procedure steps from executing. Deactivate automated steps before pausing Collections to prevent unintended communications from being sent.

    • Review your Billtrust tenant information if needed.

    Note: Tenant information fields are read-only and cannot be changed from this page.

  5. Select Save.

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Need Help?

If the Company details page is not accessible from Settings, confirm that your account has system administrator permissions. Contact the Billtrust Support team for further assistance.