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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

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Customise Payment Portal

Tailor the Payment Portal experience for your customers

Customer Payment Portal Look and Feel
Customer Contact Capture Settings

Updated 3 months ago

Instant Message Settings

Customise Payment Portal Look and Feel