Sending Payment Requests as Front Desk staff

One of the ways that payment requests can be posted is directly from the front desk. Bills can be individually selected and posted as required by the front desk, i.e. if a customer has forgotten their wallet or if the front desk is busy. This allows staff to quickly send bills that can be paid without having to wait for the bill to be mailed to the customer.

To send a payment request, right click on a bill and click Payment Request.

If like in the example below, the button is unavailable, use the Unlock button. If the bill is not locked, use the Communication Preferences option to check that customer's Delivery Method is set to Email, SMS or Email & SMS. Updating a Customers Communication Details from the Front Desk

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