Overview of the Auto Collection Page

The Auto Collection Page is designed to streamline the process of managing and automating payment collections. This powerful tool eliminates the need for manual tracking and follow-ups, allowing you to focus on other aspects of your operations while ensuring collections are handled efficiently.

Key Features of the Auto Collection Page

1. Dashboard Overview:

   • Outstanding: Displays the total amount currently owed by accounts that are not yet engaged in the collection process.

   • Collected: Shows the total amount successfully collected through the Auto Collection process.

   • Engaged: Indicates the number of accounts currently engaged in Auto Collection outreach.

   • Messages (Auto Collection): Displays the number of messages sent during the Auto Collection process.

2. Stages of Collection (Tabs):

   • Outstanding:

     • Accounts with a balance that do not match the Auto Collection rules and are not yet engaged.

   • Scheduled:

     • Accounts that meet the rules and are scheduled for engagement. Messages will be sent automatically at the designated time.

   • Engaged:

     • Accounts currently receiving automated reminders and follow-ups through the Auto Collection system.

   • Follow-Up:

     • Accounts that have completed the Auto Collection process and are ready for review or potential escalation to a collection agency.

   • Blocked:

     • Accounts that have been excluded from the Auto Collection process, either manually or through predefined rules.

3. Search and Filtering:

   • Use the Search by Name or Identifier bar to locate specific accounts quickly.

   • Navigate through tabs to monitor and manage accounts at different stages of the collection process.

4. Automation Controls:

   • Pause Automation:

     • Temporarily stop all Auto Collection activities by clicking this button.

     • When paused, no new messages will be sent, and the button will change to Resume Automation.

   • Resume Automation:

     • Restart the Auto Collection process to continue sending messages to accounts.

   • Settings:

     • Click this button to manage Auto Collection configurations, such as engagement rules, messaging templates, and account exclusions.

How to Use the Auto Collection Page

1. Monitor Collection Progress:

   • Use the dashboard metrics to get a real-time overview of collection activities and outcomes.

2. Manage Accounts:

   • Check the tabs to see where each account stands in the collection process.

   • Take appropriate actions, such as adjusting rules for outstanding accounts or reviewing follow-ups.

3. Customize Rules and Messaging:

   • Access the Settings to tailor the Auto Collection process to meet your office’s specific needs.

4. Pause and Resume Automation:

   • Use the Pause Automation and Resume Automation buttons to control the Auto Collection process as needed.

FAQs

What happens when I pause automation?

When paused, no messages will be sent out to accounts. Existing engagements will remain in their current state until automation is resumed.

How can I exclude an account from Auto Collection?

You can block an account by using the settings or marking it manually. Blocked accounts will appear in the Blocked tab.

Can I customize the messaging templates?

Yes, you can use the Settings to modify templates and messaging rules to match your office’s preferences.

The Auto Collection Page is your one-stop solution for managing and automating collections, ensuring a seamless and efficient process for tracking and collecting outstanding payments. For additional support, contact our team.