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 Event - Indicates the next scheduled Collection date and the type of communication.
(D) Information - Click for more detailed information regarding the next
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.
(K) Promise to Pay - If enabled by your management team, this temporarily delays future collection events.
