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Self Service - Promise to Pay

Updated

 

SARA has the ability for Promise Payments to be submitted from the Self Service.

 

Select Promise to Pay button - enter the expected payment date / time and note, click OK to save

 

The Promise to Pay activity will appear immediately on the home screen for the user assigned the customer, as a follow-up due today. The payment tab will be completed with the promise to pay amount and any invoices tagged that were selected.

 

To enable this feature:

 

  1. Admin > Settings & Utilities > Site Options -> Options tab

  2. Review the Customer Portal section

  3. The default activity code can be set within Site Options (Admin > Settings & Utilities > Site Options - Options, Customer Portal section

  4. Expected Pmt Activity - to enable this feature select a expected payment activity code from the drop down and click Save on Site Options

NOTE: Recommended to setup a specific activity code for customer expected payments:

 

  1. Admin > Master File > Activity

  2. Click the + icon to add a new record

  3. Select ExpectPay from the drop down for the ActivityBase

  4. Update the Activity ID and Description and click Save