In the POM Collect portal you follow customers, their collection orders and messages, handle tasks, manage settlements and payment promises, and set up your client. This page shows what you can find where.
The menu
| Menu | What you do there |
|---|---|
| Dashboard | Payment requests from the last 30 days, amounts collected and recently visited customers. |
| Customers | Find and open customers: details, collection orders, messages, documents and paylinks. |
| Tasks | Work items that the portal or a flow creates for you, such as a bounce or a failed payment plan. |
| Send | Quality control of letters before they go to the printer. Dialer opens the old portal. |
| Agreements | Follow and manage Settlements and Payment promises. |
| Management | Not yet available (Coming soon badge). |
| Reports | Build reports in the Report builder and get your files from Downloads. |
| Uploads | Not yet available (Coming soon badge). |
| Security | Users, Roles and Single Sign-On. |
| Settings | General settings, settlement profiles, payment promise profiles and envelopes. |
Items with the Coming soon badge are already in the menu, but do not open a page yet. See What is coming.
The fixed parts on every screen
- At the top: the search field (Search by name, customer number, or date of birth). See Finding a customer.
- Top left: the client switcher with the name of your client and the Test badge for a test environment. See Switching clients.
- Bottom left: Changelog (Coming soon) and your own name with the user menu. See Changing your profile, language and display.