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
- Task Settings
- Client Dashboard
- Changing the "Assigned To User"
- Sending an Email via Client Dashboard
- Scheduling Calendar Events
- Uploading Client Files
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Contact Management
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Enrollments / Payments
- Enrolling a Contact
- How to Reschedule a Returned Transaction
- ACH Return Codes
- Editing Transactions
- Add a Payment
- Pausing / Resuming Clients Payments
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Reports
- Enrollment Reports
- Accounting Reports
- Funnel Reports
- Persolvo Report
- Fees Report
- Low Balance Forecaster Report
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FAQ
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Contacts
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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
- Adding a Hyperlink to a Template
- Tags
- Performing Math Operations In Documents
- Adding an Image to a Template
- HTML Editor
- PDF Document Builder
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FAQ
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Debt Settlement
- Rubin & Rothman Direct Pay Conversion
- Resurgent Capital Direct Pay Conversion
- Entering Creditor Reference Numbers
- Second Round Direct Pay Conversion Process
- Business Debt Settlement Direct Pay Conversion
- Full Circle Financial Services Direct Pay Conversion Process
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Student Loan
- 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
- Advance Settings: Workflow
- Advance Settings: Pipelines
- Advance Settings: Advance Statuses
- Business Loans Workflow
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Payment Gateways
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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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