Process to: Payment Default

The process to: Payment Default

Steps on how to place an Account in Payment Default.

An Account will be put in Payment Default if they are due on their payment even after 3 reminders.

In Lynx and Xero, "Payment Default" will be entered with the first name.

Step 1: Go to Lynx:

1. Search for the account which needs to be put in Payment Default in Lynx.

2. Click on the Settings icon.

Step 2: Click "Account Information"

Step 3: 1. Click on the edit icon

Step 4: 1. Enter "Payment Default" at the beginning of the first name

2. Same needs to be done for the company name.

3. Click on "Update Account"

Step 5: Go to "Xero" and search for the account name

Step 6: Click on "Edit"

Step 7: Enter "Payment Default" at the beginning of the Company name

Step 8: Click on "Save"

Step 9: The company name needs to be put as "Default Payment" in Zen Desk.

A "Child Ticket" needs to be created and passed on to the Finance Manager, so the needful can be done.