DCDial CoPilot: Payment Agreement
Yuliia
Last Update hace un mes
The Payment Agreement feature allows you to create, customize, and confirm payment agreements directly from the extension.
Step 1
Accessing Payment Agreement:
- Navigate to the 'Payment Agreement' option from the main dashboard or Quick Actions menu to begin creating an agreement.
Selecting a Contact:
- From the Payment Agreement screen, choose a contact for whom you will be creating an agreement. If the contact is not listed, you can add a new contact by clicking 'Add New Contact'.
- Alternatively, you can parse contacts from the current webpage by clicking 'Show Page Contacts'.
Previewing Account Details:
- In this step, you can edit the account information by hovering over the contact’s name and clicking ‘Edit’.
Step 2
You can choose to apply a preset agreement or create a new one.
a) Create new agreement:
For a new agreement, you input the specific terms, like payment frequency, number of transactions, and whether you want to include a settlement offer.
Please note: When you include the settlement offer, the transaction amount will be calculated automatically based on the selected number of transactions.
b) Apply preset agreement:
Choose this if you want to use a previously saved agreement template with predefined terms. If the customer's account is eligible for multiple preset agreements, you can view all available options by clicking the 'Change Agreement' button.
Step 3
b) If you are creating a new payment agreement, you can now specify the details of the payment plan.
- Start Date: Select the date when the first payment under this agreement should be processed.
- Number of Transactions: Choose how many transactions will be made under this payment plan.
- Payment Frequency: Choose how frequently payments should occur.
- Schedule Amount: Select how you want to distribute the payment amounts:
- Fixed: This option means that each payment in the schedule will be the same predetermined amount. You’ll need to specify the amount in the ‘Transaction Amount’ field.
- Custom: This option allows for each payment in the schedule to be a different amount, which you can manually set.
- Auto: This option automates the calculation of each payment amount based on the outstanding balance divided by the number of transactions.
- Schedule: For each transaction, specify the payment date, amount, and view the remaining balance. Each entry will update the subtotal and total fields automatically.
- Apply Convenience Fee: Toggle this option if you need to include an additional fee for processing the payment.
Step 4
Sharing Options
Choose how you want to send the payment agreement to the contact, either through email, SMS, or both. The customer will have to digitally sign the agreement before it becomes active.
Follow Up
You can preview the payment agreement and track its status from Notifications > Agreement Preview or Contact Details > Activity > Agreement Preview.
The status bar at the top will show whether the agreement is open, canceled, expired, or completed.