Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
Compose Text
- (A) Compose Collection Text - Click to open a preview of the text.
- (B) Edit message - The text will appear with a pre-populated message allowing you to make edits as necessary.
- (C) Templates - Click to access a list of additional standard messages.
- (D) Recipients - Click to include additional text recipients.
- (E) Send - After making updates, click to send the text.
Confirming Text Sent
- (F) Message Sent - After clicking Send, the message will appear in the text body. After sending the initial text, it will no longer appear in your Outstanding Collection list.
During Text Conversation
- (G) Promise to Pay - If enabled by your management team, this temporarily delays future collection events.
