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 which Collection action will resume. 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.
- (G) Save - Scroll down and click to apply the newly selected date to the Customer's account.
