The purpose of this guide is to explain how you can delay Collection messages being sent to a delinquent Customer if they give you a date they promise to pay, such as their next payday. If a Customer misses their promised to pay date, they will be re-entered into the Collection workflow. Please check with your management team before using this feature so you can act according to their policies. The promised to pay date should always be in the very near future.
Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
Access - Note: Depending on your management team's settings, you may not have this functionality.
(A) Promise to Pay - From within the Customer card, click to open the Promise to Pay window.
Date & Reason - Note: In order to apply Promise to Pay to a delinquent Customer's record, you must enter the date they promise to pay along with a reason.
(B) Select Date - Enter the date which the Customer promises to pay their balance. You may also click the calendar to select one. Note: The promised to pay date should always be in the very near future.
(C) Reason - Click the window to document a reason for the delayed payment.
Confirmation - Note: This icon becomes functional once a date and reason have been entered.
(D) Confirm - Click to save the committed payment date. Collection events will be temporarily suspended until the Promise to Pay date. If a payment is not received by this date, past due collection events will automatically resume.
