How to Add a Delinquency Rule
How to Add a Delinquency Rule
This guide provides step-by-step instructions on how to add a delinquency rule in a system. By following these steps, users can easily set up rules to manage delinquent accounts, link them to service orders, and even set fees associated with past due balances. This guide is essential for anyone looking to streamline their delinquency management process and improve overall account management efficiency.
1. From the Homepage, click "Settings"
2. Click "Delinquency"
3. Click "View/edit rules"
4. Click "Add Rule"
5. Type your rule name in the "Name" field
6. Type in the number of Days Past Due for this rule to take effect on
7. If you want to link this step to a service order, click this checkbox.
8. Pick a service order type from the dropdown.
9. If there's a fee associated with this step, click this checkbox.
10. Enter the fee amount, either as a flat amount or as a percentage of the past due balance.
11. Click "Save"
