1. Apply Debt Collection Statuses

Navigation: Community Level > Finances > Customer Status Management

It is best practice to select the tick box "Hide Zero Values & Hide Credit Values". This will prevent any owner who is not owing to receive any form of Debt Status Notification.

Select the tick box next to the owner that requires a specific status.

Next, navigate to the drop-down list which states select status.

Notice that there are two headings, for debt collection please scroll down and make use of the Debt Statuses list.

Select the status relevant to the owners selected. There will be an option to send an Email and/or SMS with this status selected. Use the note field to add any note relating to this status. These notes will appear on the customer profile which only Business Users and Attorneys can see.

Scroll down and then click on Apply Statuses.

The customer will now have their new status provided next to their name with the specific code selected in the setup.

Please note:  Click on the blue note icon for the breakdown of all statuses and notes added to each owner.

Here is where the Property Managing Agent and or the Attorney can make notes and upload relevant documentation to the customer profile regarding debt recovery.

The customer will receive an invoice as below. A PDF statement will always be attached to this email being sent. This will be an updated statement up to the date the arrears notice has been sent.