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Note

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

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

Start Email

  • (A) Compose Collection Email - Click to open a preview of the email. 
  • (B) Start Collection Email dropdown - Click to access additional email addresses (if available) associated with the account.
  • (C) Next Collection - Indicates the next date (after the current Collection event) an event is scheduled.
  • (D) Information - Click for information regarding the next Collection event.



Edit & Send Email -  Be sure to review the Customer card before sending the email.

  • (E) Email Body - 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.
  • (F) Subject - Click to edit the subject line as needed.
  • (G) Templates - Click to access a list of additional standard messages.
  • (H) Recipients - Click to include additional email recipients. 
  • (I) Send - After making updates, click to send the email. 



Confirming Email Sent

  • (J) Message Sent - After clicking Send, a confirmation message will appear.



During Email Exchange

  • (K) Promise to Pay - If enabled by your management team, this temporarily delays future collection events.