Using the Promise to Pay Feature to Delay Collection Events - CM Pro

RETURN TO THE COLLECTION MANAGER PRO PAGE

Promise to Pay is not a regular function of Collection Manager Pro, but can be activated through your software settings. The purpose of this guide is to explain how you can pause Collection messages being sent to delinquent Customers if they give you a date they promise to pay, such as their next payday. Customers will be re-entered into the Collection workflow if they miss their promised to pay date. 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 and will not see the Promise to Pay button. This feature is not currently available with Collection Manager Pro.

(A) Promise to Pay - From within the Customer card, click to open the Promise to Pay window.

Date & Reason - Note: In order to pause Collection events, you must enter the date a Customer promises to pay along with a reason for the delay.

(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 this date. If a payment is not received by this date, past due Collection events will automatically resume.