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Getting Started

Dashboard Overview

What is CollBox?

Create a CollBox account

Connect your accounting software

Confirm User Settings

Confirm Company Settings

Manage Team access with Permissions Settings

How to import past-due accounts via spreadsheet

How to import past-due accounts via form

How to lock a customer

How can I provide additional information to the servicer?

Assist

What is Assist?

Can I cancel a placement in Assist?

Collect

What is Collect?

Create a new placement of past-due invoices

What if a client pays me directly?