Manage procedures

Visit the Procedures overview page to fine-tune, copy, or delete the procedures you have created.

Navigation: Select Settings → Procedures from the Collections navigation header.

1. Procedure Toolbar

Edit - Rename a procedure or adjust account and document conditions. See Add Account and Document Conditions for details.

  • Delete → OK - Remove a procedure permanently.
    • Warning: Deleted procedures cannot be recovered. Confirm the procedure is no longer in use before deleting.
  • Add New Step - Configure a new procedure step. See Add Steps to a Procedure for instructions.
  • Copy - Clone a procedure, then choose the companies to which the copy should be added.

2. Recommendations and Overview Tabs

  • The Recommendations tab contains AI-powered procedure adjustments based on account payment history. Select Refresh recommendations to generate a fresh set of proposals. See Use AI Procedure Recommendations for details.
  • The Overview tab contains the procedure impact optimizer. Change the timing of procedure steps to see the effect on payment probability.

    Note: Drag any dot on the timeline to a new position. Growth is indicated by a percentage above the bar. If the bar turns purple, the payment probability of that procedure step has increased.

3. Procedure Step Table

This table shows the steps that a procedure contains, including the step name, template, payment behaviour, notification status, and any warnings that need to be addressed.

  • Edit - Configure a step’s behavior. See Add Steps to a Procedure for instructions.
  • Delete → OK - Remove a step permanently.

    Warning: Deleted steps cannot be recovered.

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Need Help?

If a procedure is not appearing on the Procedures overview page, confirm that it was saved successfully. Contact the Billtrust Support team for further assistance.