Contact Method for Payment Notifications

This article explains how to configure sending payment reminders and payment receipts to consumers and setting the consumer's preferred contact method. Preferred contact methods can be set globally in the payment destination configuration and individually at the demographic level when posting an ACH or Credit Card (CC) payment.

Global Configuration: Payment Reminders and Payment Receipts

Payment Reminders and Payment Receipts are configured in the payment destination. When enabled, a preferred contact method option will appear while posting payments (ACH/CC) or when creating a payment plan using the same payment destination.

The system will send payment reminders/receipts in this order: Email, Text, Letter. If a contact type has been opted out, it will be skipped.

Setting a Preferred Contact Method When Posting a Payment

When posting an ACH or Credit Card (CC) payment, you can set a preferred contact method for the account demographic, overriding global settings.

1. Open an Account

2. Select Post Transaction

3. Fill Out Payment Information

4. Enter required credentials and contact details.

5. Select Preferred Contact Method

   1. Choose Email, Text, or Letter from the dropdown.

6. Complete Payment Information

7. Fill in the "Card Information" section, including Card Number, Card CSC, and Card Expiration.

8. Ensure all other payment details are correct.

9. Click "Save" or "Apply" to post the payment and set the preferred contact method.

No Preferred Contact Method Selected

If no preferred contact method is set at the demographic level, the system uses the payment destination settings in this order: Email, Text, Letter. This ensures notifications are sent even without a specified method.