Explanation on how to delay Collections events from going out to a tenant
Table of Contents
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1. Open the Tenants Card that you wish to Delay
First, you will need to open up the tenants card that you wish to delay. Just open up your collections list and click on the tenants name.
2. Click Promise to Pay
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3. Select Employee Name
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4. Set the Date
After selecting your name, you will want to click in the "Next Date" field. A calender will pop up, and all you have to do is select the date the customer is set to pay. Keep in mind, if the customer is not current on payment by this given date, collections events will resume the day after.
5. Enter Note
After selecting the date, you will need to enter a reason for delay in the "Reason" box below. This will be something along the lines of "Customer promised to come in and pay on the ______".
6. Click Delay
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Note
Italicized terms represent clickable icons on the specific screen being discussed.
Access
- (A) Promise to Pay - From inside the Customer Card, click to access the Promise to Pay feature.
Reason for Delay
- (B) Employee dropdown - Click the dropdown to access a list of employees and select your name.
- (C) Next Date - Click the window to access a calendar and select the date that the tenant has promised to pay by. Note: Collection events will be delayed until this newly selected date.
- (D) Month selection - Click this arrow to select a future month.
- (E) Reason - Click to enter a reason for the delay.
- (F) Delay - Click to apply the newly selected date and close the Reason for Delayed Step window. Note: If the tenant does not pay by the selected date, Collection events will automatically resume.
- (G) Save - Scroll down and click to apply the newly selected date to the Customer's account.
