DCDial CoPilot: Payment Agreement
Yuliia
Last Update 2 maanden geleden
The Payment Agreement feature allows you to create, customize, and confirm payment agreements directly within the extension. This streamlined process is divided into a series of steps to make payment management efficient and user-friendly.
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”. How does this work?
- Utilize the 'Search contacts' function to quickly find a specific contact.
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
Allowed Payment Methods
Select the payment methods that will be accepted for this agreement, such as card, bank transfer, and/or PayPal.Step 5
Sharing Options
Choose how you want to send the payment agreement to the contact, either through email or SMS. The customer will have to digitally sign the agreement before it becomes active.