Adding guarantor or billing statement notes

You can add a guarantor or billing statement note.

To add a guarantor or billing statement note

1.   In the Collections Manager list, select a guarantor.

2.   Click File, and then click Guarantor Note.

The Guarantor Notes dialog box appears.

3.   Do one or more of the following:

·        Account Note – Type a guarantor note.

·        Insert Dateline – Click to insert the current date wherever the cursor is positioned in the text box.

·        Billing Statement Note – Type a billing note.

·        Spell Check button – Click to perform a spell check of your note.

4.   To save the note and return to the Collections Manager, click OK.