The most important words in the portal, with the meaning the portal gives them.
| Term | Meaning | Also called |
|---|---|---|
| Customer | Person or company that has to pay. Has a customer number and a customer page. | debtor |
| Collection order | One collection track for one or more invoices of a customer. Runs through a flow and has a timeline. In some dialogs and reports it is also called "process", "case" or "file". | process, case, CID |
| Flow | The series of steps a collection order goes through (messages, waiting times, conditions). Its successor is called workflow. | workflow, classic flow |
| Step | One part of a flow, for example "1. Start" or "End of flow". | node |
| Message | An email, SMS or letter sent from a collection order. Has an MPID. | payment request, envelope |
| Payment request | Message with a paylink in it. | |
| Informational message | Message without a payment request, for example a confirmation. | general correspondence |
| Paylink | Link to the payment page, which you can create separately for a collection order. | payment link |
| Payment reference | Reference of a payment request. The Reference column on the customer page. | payment ID |
| Invoice line | Line in a collection order with a type (Principal, Payment, Collection costs, VAT, Interest, Transaction costs, Credit, Payment difference, Other). | |
| Collection Sync | Automatic synchronisation of your outstanding items with the collection orders in the portal. See Collection Sync explained. | synchronisation, AR engine |
| Settlement | Payment plan in terms, based on a settlement profile. | payment plan, arrangement |
| Settlement profile | Settings for how a settlement works. | |
| Payment promise | Agreement that the customer pays an amount on a certain date, based on a payment promise profile. | PTP, promise to pay |
| Respite days | Days after a due date in which a payment still counts as on time. | |
| Task | Work item for an employee, with a task type. | workload, workload item |
| Quality control | Check of letters (as PDF) before they go to the printer. | QC |
| Envelope | Printer setting: which envelope and which priority. | |
| Template | Layout and text of a message for each channel. Template management is still Coming soon in the new portal. | |
| Layout | Fixed design (letterhead) in which a template is placed. | |
| MPID | Unique number of a message. | |
| CID | Unique number of a collection order (collection order id). | |
| Client | One instance for one client organisation. A test environment has the Test badge. | environment |
| Role | Set of permissions of a user. | |
| Variable | Extra field that is sent along with a collection order (Variable 1 to 5). You can use it in messages and reports. | custom field |