Phone pays are payments made to accounts via phone.
Phone pays can be requested from the workcard by agents or automatically generated by the system from payments arrangements where there is payment information available.
The payment arrangement created from the example above automatically generated phone pay for the first amortization payment because the Payment Information was added and the first amortization is for the current date.
From the workcard → Histories → PDC List is where users can find the phone pay created by the payment arrangement.
Agents can also manually request for phone pay from the workcard by going to the work card → Action → Phone Pay.
Fill out the fields above based on the Transaction Type if Check, ACH or credit card.
Below is a credit card Phone Pay request:
Once user saves, the phone pay is listed on the table on the right:
User who pulls and processes phone pays will now go to Process Approved Phone pays.