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.