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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 Text

  • (A) Start Collection Text - Click to text the main number associated with the account. 

  • (B) Start Collection Call dropdown - Click to access additional account phone numbers (if available) and call statistics.

  • (C) Next Event - Indicates the next scheduled Collection date and the type of communication.

  • (D) Information - Click for more detailed information regarding the next Collection event. 



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

  • (E) Text message - The text 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) Templates - Click to access a list of additional standard messages.

  • (G) Recipients - Click to include additional text recipients. 

  • (H) Send - After making updates, click to send the text. 



Confirming Text Sent

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



During Text Conversation

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



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