Tip #13 – Using PaymentHub Notes

Do you remember why you altered a payment schedule? Or why you added a catch-up payment? PaymentHub notes is a fantastic way to add relevant information to why you have made a change in the payment system. Best of all, it is a free add-on to the PaymentHub Direct Debit system.

To add a note, simply click on your customer’s name. This will take you to the “Customer Home” page. In the notes section of the page, click new. Give your note a relevant title, add a category for future reference and write your note.

Notes are proving very popular for our clients with large staff. When you add a note it is automatically date and time-stamped. Everyone in your team can see when the note was added, making your customer interactions quicker and easier.

Got a great PaymentHub tip? Send it to our support team support (at) paymenthub.com.au and we will include it in a future newsletter.

This entry was posted on Thursday, April 22nd, 2010 at 4:53 pm and is filed under Blog. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.