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 Text 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) Send - After making updates, click to send the text.
Confirming Text Sent
(H) Message Sent - After clicking Send a confirmation message will appear.
During Text Conversation
(I) Promise to Pay - If enabled by your management team, this temporarily delays future collection events.
