How do I set up a payment alert? (Accounts)

Accounts

Setting up a payment alert on an account will show a payment message when you look up the account in Inquiry.

Payment Alert Message in Inquiry

In this Topic

1. Open Connect Property Improvements > Accounts > Modify Existing Accounts.

2. Look up an account.

3. Click to select the Alerts tab.

4. Click on the Payment Alert field and then enter the message to display when a payment is due.

Payoff Alert field

5. Click Save (CTRL+S).

The payment alert message is saved.

202002, 2019Nov13

Stop a payment alert from displaying on the account.

Do this...

1. Open Connect Property Improvements > Accounts > Modify Existing Accounts.

2. Look up an account.

3. Click to select the Alerts tab.

4. Click on the Payment Alert box.

5. Select the text in the Payment Alert box and delete it.

Payment Alert box

6. Click Save (CTRL+S).

The payment alert message is deleted. The payment alert will not display on the account.

202002, 2019Nov13