Agent Dashboard
By Jeffrey1 author22 articles
- How to Resend Simply Bail link to defendant/indemnitor
- Defendants with missing court dates
- How to download and print a payments report
- 4-Step Process
- Setting up a Payment Plan
- Setting up a Check-In
- Seeing Who's Checked-In
- Remove an Indemnitor
- How to Add: Update Employee Permissions
- How to Update: A stored CC on a Payment Plan
- The Bond Changed AFTER I Took Payment (No Powers, No Payment Plan).docx
- The Bond Changed BEFORE I Took Payment (No Powers, YES Payment Plan)
- The Bond Changed BEFORE I Took Payment (No Powers, No Payment Plan)
- The Bond Changed AFTER I Took Payment (No Powers, YES Payment Plan)
- How to Add: Update Employee Permissions
- Payments: Verify a Payment Was Captured
- PP: Turn Off Auto Pay
- PP: How to update a stored CC on a Payment Plan
- PP: Add back in Unaccounted For Amount in Payment Plan
- PP: Take Payment On A Payment Plan
- Payments: How to take a payment on the general payment page (just the $$, nothing else)
- Delete a payment plan AFTER I took payment (No Powers, YES payment plan).