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- Include all phone numbers in Auto Calls - When checked, this will send auto calls scheduled in the collection workflow to all phone numbers listed on the tenant's account
- Include all email addresses in emails - When checked, this will send auto emails scheduled in the collection workflow to all email addresses listed on the tenant's account
- Include all phone numbers in SMS/TXT - When checked, this will send auto texts scheduled in the collection workflow to all phone numbers listed on the tenant's account
- Minimum Balance (In $) - The minimum balance a customer must owe in order for them to be entered into the collections workflow
- Reset Collection upon Payment? - Upon any payment (in this case, partial), checking this box will reset the collections workflow for the tenant to the beginning
- AutoPay Text - The text that will appear in the auto pay enrollment box when a customer clicks on the pay link to make a payment. Removing all text from this box hides the auto pay enroll check box
- Exclude payment link after - In days, how many days past due a tenant must be before the payment link is deactivated from being used for the tenant to pay with (as well as being removed from the texts/emails)
- Batch Events - How many batches The number of collection events to go out in a single run (ie: if 100 collection events are scheduled and you can put this enter 25 in this field then they will get broken into 4 batches to send out 25 collection events at onceof 25 to be sent every hour starting with the time the event is scheduled)
- Convenience Fee - Payment Portal - The convenience fee to be paid by the tenant when making a payment through the pay linksis processed by the manager or call center representative through CallPotential
- Convenience Fee - Phone Payments - The convenience fee to be paid by the tenant when making a payment through the Pay by Phone system
- Convenience Fee - Customer Entered Payments - The convenience fee to be paid by the tenant when making a payment through the manager in CallPotentiala pay link
- Use all numbers for Pay by Phone - When the customer is calling into the pay by phone system, the system will automatically look up by primary phone number. If you wish to have the system look up by primary and mobile number, you will want to check this box
- Save credit card info - Saves the credit card info to management software when a payment is submitted with that card through CallPotential
- Allow previous card - Allows the user (manager or tenant) to select a previously used card to submit a new payment with (must re enter the CSV)
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9. Add Tracking Numbers & Save
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The final step (for non-integrated/DoorSwap users) in setting up your location will be to add any additional tracking numbers. If you want to learn more about setting up tracking numbers for your location, please refer to the "Acquiring a Tracking Number" guide. You can now click either "Save" or "Finished" if you are non-integrated, or "Next" if you are integrated to carry on to the next tier.
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