Payment History Review
Payment
History Review
This new feature allows the representative to print and mail, email and/or fax the payment history to the customer.
- Verify the customer's mailing address, email address and fax number. Make any appropriate updates as needed.
- From the Payment tab, select either Enter Payment Only, Update Payment Plan/Billing Mechanism or View Payment Plan/Billing Mechanism.
- Click on the Payments Preview tab
- A Payment History pop-up will display. Select either Email to Customer or Print.
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