Short answers to common questions, with a link to the full article.
Where do I find a customer? Type the name, customer number or date of birth in the search field at the top, or press ā + K. See Finding a customer.
I only have a payment reference. In the search window, use the Collection orders or Messages tab. See Searching by collection order, message, paylink or contact info.
A customer paid outside POM. What now? Mark the message as paid, or add an invoice line of the type Payment. See Marking a message as paid.
How do I send a payment request? Through Send payment request. For now, this still opens the old portal. See Sending a payment request.
Why is my letter not showing for the customer? Letters first wait in Send > Quality control. See Checking and sending letters (Quality control).
Why are Email and SMS greyed out in Send message? There is no template available for that channel in your client. See Sending an informational message (letter, email or SMS).
What does the task No contact data mean? A flow wanted to send a message, but there is no usable address or number. Add the details and complete the task. See Task types.
Where is my report? Under Reports > Downloads, once the status is Ready. See Getting your downloads.
Can I change a settlement? Only an active settlement, via ā¦ > Edit settlement, with the Manage settlements permission. See Editing or cancelling a settlement.
Where are templates, uploads and the blacklist? They are in the menu with the Coming soon badge. See What is coming.
How do I switch from test to production? Use the client switcher at the top left, or press ā + J. See Switching clients.
Can the portal follow my accounting system? Yes, with Collection Sync. You deliver your outstanding items through the API, a file or an accounting integration; the portal creates, updates and closes collection orders by itself. See Collection Sync explained.
Who can do what? See Roles and permissions.