Versions Compared

Old Version 2

changes.mady.by.user Patrick Hauser (Unlicensed)

Saved on

compared with

New Version 3

changes.mady.by.user Patrick Hauser (Unlicensed)

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Note

Italicized terms represent clickable icons on the specific screen being discussed.

Terms in blue are links to additional information about the described functionality.

Compose Email

  • (A) Compose Collection Email - Click to open a preview of the email. 
  • (B) Edit message - The email will appear with a pre-populated message allowing you to make edits as necessary and will include a unique payment link. Never share links between accounts.
  • (C) Subject - Click to edit the subject line as needed.
  • (D) Templates - Click to access a list of additional standard messages.
  • (E) Recipients - Click to include additional email recipients. 
  • (F) Send - After making updates, click to send the email. 



Confirming Email Sent

(G) Message Sent - After clicking Send, the message will appear in the email body.



During Email Exchange

(H) Promise to Pay <<link>> - If enabled by your management team, this temporarily delays future collection events.