Welcome to Paythepoolman Help Page!
This help page is to show you the options you have to manage those pesky overdue accounts.
Your overdue accounts are viewable on your Company Dashboard on the far righthand side column.
If you'd like to watch a video tutorial, click here. If not, follow along for the steps below!
At the very top of the column it will show you the number of overdue accounts you have.
Each overdue will have a green "Take Action" button. When you click on that, you have several options:
- Send a text reminder
- Send an email reminder
- Email statement
- Print statement
- View customer page
- Dismiss for 10 day
- Add late fee
- Write off as bad debt
All of these options- expect viewing the customer page, emailing or printing statement- will dismiss the account from the overdue list for 10 days.
**neither the text reminder nor email reminder are editable**
If you have any further questions or issues please reach out to our Support Team at (951) 234 5166 or email us at support@paythepoolman.com