--- title: User Guide - Process Collections and Retain Status/Stage description: This guide reviews the Collections setup process to ensure that, when running Collections, you can generate collection letters for homeowners in their current Status and Stage. --- [Skip to content](https://solutions.smartwebs.com/en-us/smartwebs-solutions/collections-run-collection-process-retain-same-status/stage#main-content) English - United States Show submenu for translations ![Logo-FullColor HOA management Platform-1](https://solutions.smartwebs.com/hubfs/Logo-FullColor%20HOA%20management%20Platform-1.svg) - [Smartwebs Solutions Home](https://solutions.smartwebs.com/) - [Contact Us](https://share.hsforms.com/2VBrljHAiSeCkcUy_-IEe_Aq0yoc) - [Manage Tickets](https://support.smartwebs.com/tickets-view) Open main navigation Close main navigation - [Smartwebs Solutions Home](https://solutions.smartwebs.com/) - [Contact Us](https://share.hsforms.com/2VBrljHAiSeCkcUy_-IEe_Aq0yoc) - [Manage Tickets](https://support.smartwebs.com/tickets-view) - English - United States Show submenu for translations - [Contact Us](https://share.hsforms.com/2VBrljHAiSeCkcUy_-IEe_Aq0yoc) [Contact Us](https://share.hsforms.com/2VBrljHAiSeCkcUy_-IEe_Aq0yoc) How can we help you? - There are no suggestions because the search field is empty. 1. [Smartwebs Solutions](https://solutions.smartwebs.com/en-us/smartwebs-solutions?hsLang=en-us) 2. [Accounting](https://solutions.smartwebs.com/en-us/smartwebs-solutions/accounting?hsLang=en-us) 3. [Receivables](https://solutions.smartwebs.com/en-us/smartwebs-solutions/accounting?hsLang=en-us#receivables) October 20, 2026 # User Guide - Process Collections and Retain Status/Stage ## This guide reviews the Collections setup process to ensure that, when running Collections, you can generate collection letters for homeowners in their current Status and Stage. ## How do you send the same letter template every time you run the collections process without escalating the collections stage? To send the same letter template to homeowners each time you run the collections process — without advancing their Collections Status — activate only the collection level you want to reuse and enable **Bypass Collection Evaluation** on all other levels. 1. Navigate to Accounting \> Settings \> Collections \> Collection Levels Setup ![](https://solutions.smartwebs.com/hs-fs/hubfs/image-png-Jun-03-2025-04-15-34-5982-PM.png?width=657&height=549&name=image-png-Jun-03-2025-04-15-34-5982-PM.png) 2. Make sure the collection level you wish to be used each time is active and is not using the "Hold" setting 3. For every other collection status or level that you do not want to escalate, select the row and check the **Bypass Collection Evaluation** checkbox. 4. Select "Save" 5. Repeat steps 3 and 4 for each remaining collection status or level. ![](https://solutions.smartwebs.com/hs-fs/hubfs/image-png-Jun-03-2025-04-15-53-8060-PM.png?width=670&height=288&name=image-png-Jun-03-2025-04-15-53-8060-PM.png) 6. Once finished, navigate to Accounting \> Receivables \> Collections \> Pending Batches. 7. Run the collections process by selecting "Run Letters/Stages". 8. Make sure the dates look correct and select "Run". 9. Select the batch row once it generates. 10. Review the batch details and select **Confirm** (or **Print**) to finalize and send the letters to the homeowners. ![](https://solutions.smartwebs.com/hs-fs/hubfs/image-png-Jun-03-2025-04-16-11-1938-PM.png?width=670&height=277&name=image-png-Jun-03-2025-04-16-11-1938-PM.png) ### What is the result of enabling Bypass Collection Evaluation? The collection process generates the same letter template for the **Next Status** because that collection level is the only active one in the collection settings. ![](https://solutions.smartwebs.com/hs-fs/hubfs/image-png-Jun-03-2025-04-16-26-1270-PM.png?width=670&height=316&name=image-png-Jun-03-2025-04-16-26-1270-PM.png) This will prevent the collections status from ever escalating to another stage unless you go back into the Collection settings and uncheck the "Bypass Collection Evaluation" for any stages you wish to be active again. - [Accounting](https://solutions.smartwebs.com/en-us/smartwebs-solutions/accounting?hsLang=en-us#main-content) - [1099's](https://solutions.smartwebs.com/en-us/smartwebs-solutions/accounting?hsLang=en-us#1099s) - [General](https://solutions.smartwebs.com/en-us/smartwebs-solutions/accounting?hsLang=en-us#general) - [General Ledger](https://solutions.smartwebs.com/en-us/smartwebs-solutions/accounting?hsLang=en-us#general-ledger) - [Receivables](https://solutions.smartwebs.com/en-us/smartwebs-solutions/accounting?hsLang=en-us#receivables) - 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