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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.
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