Collection codes can be used to mark activities on any pending invoice(s) in the collection module. Collection codes are important, as it is a mandatory field for sending collection emails to customers and also for creating reminders for collection emails. This article has all the information required to create a new collection code but for more information regarding Collection or Other Modules visit our Help Center.

To create a collection code, go to the Main Menu, select Setup and then Collection Codes. This is the main page where you can create new collection codes and view the existing ones.

In this module, we have one open search bar where we can search by the collection code name or code. There are also three different filters to search by the name, short code, and description of the collection code.

To create a new collection code, click on the “create new collection code” button on the top right corner of the screen.

Here you will have the options to add the name, short code, and description of the collection code and click on save.

If you click on actions, you also have the option to view, edit or delete a collection code.