Knowledge Base

Announcements (1)

New features, fixes, and other important announcements.

 
Downloads / Videos (2)

Contains downloadable help files and links to online videos

 
System Basics (6)

Basics of DebtPayPro usage including Logging in, My Settings, Changing Your Password and more

 
Contacts (7)

Creating new Contacts, Contact lists, Client Dashboard

 
Client Transactions (10)

Describes payment management, rescheduling, return handling, and disbursements.

 
Accounting (2)

Describes creating accounting reports, finding payments, checking status of payments and more

 
Documents (8)

Topics include, document template creation, document generation, uploading files and more.

 
Email Templates / Marketing (5)

Covers creating email templates, sharing appropriately, scheduling re-occuring campaigns and more

 
Settlements (4)

Describes the settlement process

 
Reports (9)

Reports on emails, notes, calls, DocuSign's and more

 
Users / Companies (5)

Describes user and company creation, company hierarchy, teams, shared user data and more

 
Tips & Tricks (2)

Various tips and tricks or help using the software

 
Feature Requests (1)

Ideas and requests for new features within DebtPayPro.