Purchase Collections Cases
If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.
- Product Education Video Series
- Practice Management
- Tax Resolution
- Guides for your Clients
- Canopy Mobile App
- Canopy First Steps
- Canopy Updates
You can view your Collections Case balance and purchase more collections cases on your Account Management Settings. To get started, click on your profile in the global navigation bar.
- Roles: Admin
- Permissions: Account Management
1. Choose Settings from the pop-out menu.
2. Select Account Management.
3. To view your remaining balance of Collections Cases, scroll down to the Collections tile on the Subscription screen.
4. To purchase more Collections Cases, click Purchase cases.
- To purchase credits, you must have a default payment method already set.
5. Input the number of cases you want to buy in the Additional cases box.
- The Total due will update according to the inputted quantity.
6. Click Continue.
7. Verify the purchase information and click Confirm and pay.
- The total cost will be charged to your default payment method and your Remaining credits will update on the Credits tab of your Account Management screen.