Welcome to DebtPayPro Support
Begin by searching for a topic or categoryCurrent Platform Health:
Software Basics
Software Admin Settings
Industry
Integrations
Webinar Training
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Getting Started
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Contact Origination
- Add a Contact
- Setting Up an Import Data Source
- Setting up a Web Form Data Source
- Updating Contact Records via Data Source
- Posting Facebook Leads into a Data Source
- Testing Webhook for a Data Source
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Client Dashboard
- Client Dashboard
- Changing the "Assigned To User"
- Sending an Email via Client Dashboard
- Scheduling Calendar Events
- Tasks
- Uploading Client Files
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Contact Management
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Enrollments / Payments
- Enrolling a Contact
- How to Reschedule a Transaction
- ACH Return Codes
- Editing Transactions
- Add a Payment
- Pausing / Resuming Clients Payments
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Reports
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FAQ
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Contacts
- Setting up the SMS Platform
- Task Triggers
- Setup Task Items
- Custom Fields
- Form Builder
- Workflow Settings
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Users and Companies
- Setting up the Guidelines Tab
- Teams
- Adding and Editing Users
- Suspending Users
- Shared User Data
- Password Recovery
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General Configurations
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Documents
- Tags
- Creating Document Templates with the PDF Builder
- Adding Attachments To Email Templates
- Adding a Hyperlink to a Template
- Adding an Image to a Template
- Performing Math Operations In Documents
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FAQ
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Debt Settlement
- Portfolio Recovery Associates (PRA) Direct Pay Conversion
- CIR Law Direct Pay Conversion
- NCB Management Direct Pay Conversion
- ACH Return Rates
- Cash Call Direct Pay Conversion
- Loan Me Direct Pay Conversion
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Student Loan
- Tags (Student Loans)
- Loan Puller Update
- Setting up an External Form Request to collect the My Student Data File from NSLDS.ed.gov
- Student Loan Payment Estimate Calculator
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Business Finance
- Tags (Business Finance)
- Advance Settings
- Advance Settings: Workflow
- Advance Settings: Pipelines
- Advance Settings: Advance Statuses
- Business Loans Workflow
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Payment Gateways
- Authorize.net
- Network Merchants Inc (NMI)
- Group ISO
- Payment Automation Network (PAN)
- USAePay
- eDebitDirect
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Phone Systems / Dialers
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Credit / Finance Integrations
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FAQ
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Webinar Training
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Promoted articles
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