Customer Contact Capture Settings

Available Options

1. Request mobile number on callback when missing

When enabled, the system will prompt customers to provide their mobile number during a callback request if it’s not already available. This ensures you can reach customers by phone when they request a callback.

You can access callback details through the following channels:

• Subscribe to the Callback Daily Return Report
• Subscribe to the Callback Webhook

2. Request contact on payment when missing

When enabled, the system prompts customers to provide their contact information (e.g., email or phone number) during payment or when setting up a payment arrangement—if that information is missing. This ensures reliable communication for sending payment receipts, managing accounts, and supporting follow-up interactions. The collected contact details are saved to the customer’s invoice record, enabling better customer engagement throughout the payment arrangement period.

You can access contact updates through the following channels:

• Subscribe to the Contact Update Information Received
• Subscribe to the Contact Info Update Request Received Webhook

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Before you enable this flag

• Ensure your Payment Communication Settings are configured to send receipts via email and SMS.
• Make sure customer contact details are correctly updated in your system. If the customer details are not available, then, next sync from your system to Credit Clear could override the contact details.

3. Authority of Collecting Information

This field is required when either of the above options is enabled. It defines your legal or operational basis for collecting customer contact details and is shown to customers as part of the disclaimer when requesting their information.