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Payment Posting Options Basics

When you post a payment, Collect! can perform a number of automatic functions for you. The Payment Posting Options form allows you to control the options that are used when you post a payment to a debtor. This enables you to set up more automation and helps to eliminate user error.

You may have a policy to close all accounts below a certain balance, or perform a set contact plan when a payment is received. With Collect! you can automate the logical procedures for managing promised payments, administering payment plans and posting normal payments received in the course of daily operation.

Manage your accounts behind the scenes and let your operators do what they are best at, arranging collections. As always, Collect!'s focus is on helping you to never bother an operator unless you have to.

The default settings applied through this form will function globally, no matter who is posting the transactions. Whether you are on the Debtor posting the transaction or accessing the Transaction form from the Debtor Payments or Charges, these values will apply.


Payment Posting Options form

Accessing Payment Posting Options

The Payment Posting Options form may be accessed in many ways. Providing you have access to the various menus and forms, you can use one of the following ways to get to the Payment Posting Options form.

1. Using the menu bar at the top of Collect!, select System to display the drop-down menu. Select Preferences from this menu and the System Setup menu will display. Select the button labeled Plans and Reference Tables and the Plans, Tables and Defaults menu will appear. Select the button labeled Payment Posting Options and the Payment Posting Options form will appear.

2. From the Main Menu, select the System Administration button to display the System Administration menu. Select the Setup and Configuration button to display the System Setup menu. Select the button labeled Plans and Reference Tables and the Plans, Tables and Defaults menu will appear. Select the button labeled Payment Posting Options and the Payment Posting Options form will display.

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See Also

- Payment Posting Options

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