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By Deal Pack - November 13, 2012
Deal Pack provides the ability to save a Promise to Pay, or PTP, on a customer’s account. This can be accomplished from either the Payment or Collections screens.
At the Payment screen, pull up the Customer’s account and click the Remark tab. Enter your employee code, type a note detailing the agreement, select the PTP action from the drop down window and schedule the date and time the payment has been promised. Click Save to retain this information.
At the Collections section, a PTP can be added in the same manor by pulling up the customer at the Specific tab or selecting them from the Name drop down window at the Queue screen if they were included on a Past Due report.
Aside from stamping a remark note on the customer’s account indicating a promise to pay has been established, a PTP banner will be presented at the Payment and Collections windows when this customer’s information is displayed.
A collector can determine which customer’s are due by generating a PTP report by date range at the Collections section. A queue is created allowing the collector to place follow up calls and is provided the ability to create the report for broken promises only. With Deal Pack’s phone pay options for credit card or ACH payments, the collector can process the payment or update the PTP arrangement.
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Advanced Business Computers of America (ABCoA) develops and supports end-to-end software solutions for the subprime finance industry. Since 1983,
we have helped automotive dealerships and finance companies eliminate duplication, remain compliant, and achieve success with dependable, all-in-one software and white glove service and support.
Deal Pack is a complete, all-in-one software ecosystem customizable to your exact needs and scalable to your exact size - helping improve your operations, grow your business,
and solve the challenges you face. Whether you are a finance or sales company, multi-entity or publicly traded company handling BHPH or LHPH, operating or capital leases,
internal or external floor-planning, retail, rentals, consumer loans, origination, or seasoned paper, Deal Pack is the dependable software for mission critical operations.
Deal Pack handles all of your business needs transparently – providing you measurable improvements and complete financial control, saving you time,
increasing your bottom line, and allowing you the freedom to focus on your daily operations. Deal Pack is relied upon by thousands of customers across
all 50 states in the United States and six countries around the world. Customers properly using Deal Pack have never lost an IRS audit.
To learn more about ABCoA, visit www.abcoa.com.