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, a confirmation message will appear.
During Email Exchange
- (H) Promise to Pay - If enabled by your management team, this temporarily delays future collection events.
