Creating a check-in alert for manually billed balances

If you have customers that pay their balances manually each month you can have the system give you an alert on check-in, notifying your staff if payment is due.

  1. In the Data Entry main window click Manage and select Settings to bring up the Configure Settings window.
  2. Click the Payment & Billing tab.
  3. Under Billing click Check-in alert for manually billed balances.
  4. Click Close to finish.

 

 

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