Edit company details in Collections

On the company details page, you can review or change vital details about the companies in your Collections portfolio. In addition to updating basic information such as a company's address and contacts, you can:

  • Pause or resume collections activity

  • Update negligence interest and penalty clause percentages. Learn more

  • Update the minimum and maximum cost of damages in multiple currencies

  • Change a company's branding (logo and letterhead template)

  • Create a custom signature for emails and reminders

  • Restrict changes to DIP on working days only

  • Find information about your Billtrust tenant

Instructions

To edit company details:

  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 any of the following changes:

    • Use the editable fields to update company details.

    • Select Pause BT Collections to pause the progression of days in procedure. Select Resume BT Collections to resume DIP activity.

      • Note: Automated procedure steps will still be executed. Deactivate them before pausing Collections.

    • Review information about your Billtrust tenant.

      These are only informational fields; they cannot be changed from this menu.

    • Use the rich text editor to create or revise the company's email signature.

  5. Select Save.