The Auto Collection feature streamlines the process of collecting outstanding payments by automating outreach and follow-ups. The feature includes different stages represented by tabs, helping you track where each account is in the collection process. Additionally, there are options to pause or resume automation and manage settings.
Stages of Auto Collection
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Outstanding:
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This tab lists accounts with outstanding balances that are not yet engaged in the Auto Collection process.
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Why Accounts Appear Here: These accounts do not meet the rules defined for Auto Collection engagement.
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What to Do: Review these accounts to determine if adjustments are needed to the rules or account settings.
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Scheduled:
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Accounts in this tab meet the Auto Collection rules and are scheduled for engagement.
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Next Step: Messages will automatically be sent out to initiate the collection process.
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Engaged:
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This tab displays accounts actively engaged in Auto Collection outreach.
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Active Messaging: These accounts are currently receiving automated reminders and follow-ups.
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Follow-Up:
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Accounts here have completed the Auto Collection process but still have unpaid balances.
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Next Step: These accounts are ready to be reviewed and potentially moved to a collection agency for further action.
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Blocked:
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This tab includes accounts that have been intentionally excluded from the Auto Collection process.
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Why Accounts Are Blocked: These accounts may have been manually removed or marked as ineligible for automated outreach.
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Managing Auto Collection
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Pause Automation:
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Click the Pause Automation button to temporarily stop the Auto Collection process.
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While paused:
- No new messages will be sent to accounts in the process.
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Once paused, the button will change to Resume Automation, allowing you to restart messaging when ready.
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Resume Automation:
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After pausing, click the Resume Automation button to continue the Auto Collection process.
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Messages will be sent based on the current rules and stages of the accounts.
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Settings:
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Click the Settings button to manage Auto Collection rules and configurations.
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What You Can Adjust:
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Define the rules for engaging accounts.
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Customize the messaging templates and schedule.
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Configure exclusions for specific accounts or scenarios.
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FAQs
What happens when I pause automation?
Pausing automation stops all messaging within the Auto Collection process. No new reminders or follow-ups will be sent until you resume.
Can I manually move accounts between tabs?
No, the system automatically moves accounts through the stages based on their status and the rules set in the Auto Collection settings.
How can I exclude an account from Auto Collection?
You can block an account by marking it as ineligible or excluding it through the settings. Blocked accounts will appear in the Blocked tab.
For further assistance or questions about Auto Collection, please contact our support team. This feature ensures your collections are handled efficiently and with minimal manual intervention.