Envibe: How to take outstanding payments for a customer's debit plan

Envibe: How to take outstanding payments for a customer's debit plan

Question

How can I process a catch up payment for a customer who has an overdue amount on their debit plan.


Answer

Envibe does not automatically retry failed payments by direct debits.
All outstanding payments be taken as via POS or through the customer's web portal.

To take a catchup payment at POS:

1.  Launch POS
2.  Click on Anonymous Sale.
3.  Search and select the applicable contact
4.  Click the Debit Tile
      Note: The tile will be red to represent outstanding
5.  Select Take Payment OR click Manage > Take Payment



6.  Select the Tender Type
7.  Review and click ACCEPT





8.  Finalise payment. The payment status will now show Fully Paid.

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