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v1.0

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Onboarding

Setting up DNS for Customer Portals
Setting up Email Domain Authentication

Data Integration

Client Data Integration Options
Standard Input File
Standard Reports / Return Files
PGP Encryption Support

Invoices

Invoice Details/ Operations
Adhoc Invoice

Campaigns

Rule Sets
Workflows
Launch Campaign
Campaign Actions

Templates

Email Templates
SMS Templates

Optimiser

Launch Optimiser Test

Payment Arrangements

Payment Arrangements
Payment Arrangement Configurations

General Settings

Payment Settings
Communication Settings
Customise Payment Portal
- Customise Payment Portal Look and Feel
- Customer Contact Capture Settings
Customise Client Portal

MCP Server

MCP

Powered by

Communication Settings

Provides all campaign communication relation configuration options

Setup Blackout Days
Daily Campaign Send Time
Apply RG96 Message Limit
Instant Message Settings

Updated 16 days ago

Dispute an invoice

Setup Blackout Days