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 is on the left in a sidebar that you can collapse. You search at the top or with the shortcut ⌘ + K (Mac) or Ctrl + K (Windows).
If you have access to more than one client, you switch at the top left with the client switcher. You can recognise a test environment by the Test badge.
The dashboard shows how many payment requests were sent in the last 30 days, how much was collected and which customers you viewed recently.
Type a name, customer number or date of birth in the search field at the top. The search window shows results right away; click a customer to open the customer page.
Under Tasks you find all work items of your client. On the left you choose a task type, at the top you filter and sort, and you handle each task with the icons in its row.
Letters do not go to the printer straight away. Under Send > Quality control you first check them as a PDF, and then you send them per batch or all at once.
Do you agree with a customer that they will pay in terms? Then you create a settlement in the collection order panel with Create settlement. You choose a settlement profile and the number of terms, and the portal calculates the dates.
Under Reports > Report builder you choose a report type, set the period, filters and columns in two steps, check a preview and click Download. The file appears under Downloads.
