1. Set up Collection Statuses

Navigation: Global Overview > Settings > Debt Collection

Different collection statuses can be created by clicking on Add Status. These statuses can be applied within each community.

The following Pop-Up will appear, complete the fields provided

• Status Title: This will be the name of a specific status which will also appear in the body of the Debt Collection Email.
• Status Code: This is the code that will appear next to the name in the status management screen once the status has been applied to the specific customer.
• Email Text: This email message will be sent to the owner to inform the owner that they have been placed in a specific status. Navigate to the specific place in the message and then select the tag to be inserted. Please do not type this in manually.

• SMS Text: There is an option for an SMS message to be sent out as well. 
• Apply collection fee: This will be the fee set up in the debt collecting cost table. This is the option to charge the owner with the debt status being applied. If the company is not a registered debt collector, may not apply these costs however, the company can still use the collection status function to manage debt in arrears.

The Status should look similar to the below: