---
title: "Configuring Collections"
url: "https://help.psarev.io/en/article/configuring-collections"
language: "en"
last_updated: "2026-02-13T14:31:03.992Z"
---

# Configuring Collections

Rev.io helps you manage collections so that past-due accounts are automatically identified and handled according to your defined collection strategy, giving you greater control and visibility over your receivables process. See the steps below to set up collections in your instance.

### Create Collection Templates 

1.  Access Admin > System Settings > Billing Config.
2.  Click the *Collection Templates* tab.
3.  Click the **New Template** button.
4.  Enter a **Template Name** and **Balance Limit**.
5.  Select a collection step type from the **New Template** dropdown.
6.  Click the **Add** button.
7.  Complete the fields for the step type you selected and click the **Save** button.
8.  Continue adding steps until you've built out your full collections process.
9.  Click the **Save** button to save your template.

### Add Templates to Bill Profiles 

1.  Access Admin > System Settings > Billing Config.
2.  Click the *Bill Profile* tab.
3.  Edit the bill profile where you want to assign the collection template.
4.  Select the template you created from the **Collection Template** dropdown in the *Collections* section.
5.  Click the **Save Bill Profile** button.

### Assign Bill Profile to Customers 

1.  When creating customers, select the bill profile with the collection template assigned from the **Bill Profile** dropdown.
2.  To update existing customers, click the **Edit** button on the *Billing Information* tab in the *Overview* section on the customer profile.

### Execute Collection Steps

When a customer account is overdue by the number of days set in the *Grace Period* for the collection step, they will display in the collections queue. The only way for a customer to be removed from the collections process is for them to pay off their overdue balance in full.

1.  Access Billing > Collections.
2.  Find a collection step with customers in the *In Queue* column.
3.  Click the menu icon at the end of the row and select **View** from the menu options.
4.  Review the customers in the queue for the collection step type. 
5.  Select specific line items or click the **Select All** button and then click the **Execute Step** button.
6.  Alternatively, you can have another user execute the step(s) by clicking the **Assign User** button instead.