Search for the consumer or business you wish to register a file against. >>How to search for a debtor
Once you have found the debtor, select the file you wish to send the payment link from.
Click on the communications button.
Select the channel of communication (Email / SMS)
You now need to select the payment link from the communications helper. To do this, click the orange gear icon as shown below.
Then select the Parameters Helper option in the drop down list.
The next view will show you a list of all short-code data elements. In the search field type in "link"
There are always 2 link options available:
- ~dcf.currentPlannedPayment.paymentLink^ - This is a payment link for the instalment amount of the payment plan. This link will not work if there is no active payment plan setup.
- ~dcf.totalAmountPaymentLink^ - this is a link for the full amount of the debt.
Select the one you want and copy (Ctrl C). Select the X in the top right corner to close the window.
Now paste the code into the conversation window as shown below.
Tip: If you are sending an email, be sure to add a subject in the subject line. See below where the word Payment is added to the subject line!
Click send. And then close the communications window.
To see if the communication was sent, you can check this in the activities panel. In theory, your communication would be on the top of the list of activities.