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How to Close an Account or Halt Payment Processing Either Temporarily or Permanently

When it is necessary to close out an account or disable automatic payments from being processed on accounts we recommend the following:

1. Contact the SimplicityCollect Help Desk to ensure that payments in your database will not run on accounts that are in a closed status.

2. Create a collection status that will specify the need to close the account. Go to Settings > Collection Statuses and create a new collection type such as “Closed”.

3. After creating the new collection type, click Select and enter the new collection status such as “DO NOT COLLECT”, select the “Closed” checkbox, and click Insert.

4. You can now close out an account by selecting this new status type on the Claim Details screen. To assign accounts in bulk to this new closed status, go to Tools > Bulk Account Manager. Utilize the Filters to narrow down which accounts that need to be re-assigned to the closed collection status such as filtering by the state the debtor lives in, client name, when the account was last updated, etc.

5. After selecting the filters, click on View Accounts to view 500 accounts at a time or click on the Asynchronous check box to apply to all accounts that meet the criteria.

6. Scroll down towards the bottom of the page and click on the check box next to Set accounts status to: and select the new closed collection status from the drop down box. You may also want to add an action code if these accounts are to be temporarily closed.

  • First create an action code by navigating to the Claim Details of any account
  • Click on the blue plus icon under Action Codes to create a new code such as “Suspend”
  • After creating the new action code, click on the check box next to Add Action Code and select the new action code from the drop down box.

7. Click on Perform Selected Actions

If accounts need to be filtered by other options that are not provided in the Bulk Account Manager, we recommend going to Reports > Report Builder to build a report that includes the account number or go to Tools > File Exporting > Data Exporter to export a list of accounts and filter using Excel.

After you have identified which accounts need to be closed, you may then go to Tools > File Updating > Account Updater to upload a spreadsheet of the account numbers and the new collection status as well as the action code if needed.