/
How to use the Promise to Pay feature
How to use the Promise to Pay feature
- Mike Elberts (Unlicensed)
- Patrick Hauser (Unlicensed)
- Wendy Pirkins (Unlicensed)
- Derek Mannino (Unlicensed)
Owned by Mike Elberts (Unlicensed)
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 that the tenant has promised to pay by. 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. Note: If the tenant does not pay by the selected date, Collection events will automatically resume.
- (G) Save - Scroll down and click to apply the newly selected date to the Customer's account.
, multiple selections available,
Related content
Using the Promise to Pay Feature to Delay Collection Events - CM Pro
Using the Promise to Pay Feature to Delay Collection Events - CM Pro
More like this
Using the Promise to Pay Feature to Delay Collection Events
Using the Promise to Pay Feature to Delay Collection Events
More like this
Entering Customer Payments
Entering Customer Payments
More like this
Collections: Entering a Payment and AutoPay
Collections: Entering a Payment and AutoPay
More like this