Workflows

Workflows in DebtRecoup are step-by-step processes for completing common tasks. Each workflow guides you through modal-based interfaces with validation and confirmation messages.

Available Workflows

Processing Payments

Record payments received from debtors. The payment workflow handles payment type selection, amount entry, and automatic balance updates.

View Processing Payments Guide

Sending Emails

Send email communications directly from account records. The email workflow includes template selection, recipient management, and scheduling.

View Sending Emails Guide

Setting Work Dates

Schedule follow-up activities on accounts. The work date workflow lets you set future dates for account reviews and other scheduled actions.

View Setting Work Dates Guide

Workflow Basics

Modal-Based Workflows

Most workflows use modal windows:

1. Click a button to open the modal
2. Fill in required fields
3. Submit to process
4. Modal closes on completion with confirmation

Field Validation

• Visual feedback when fields are empty or invalid
• Clear error messages for invalid data
• Required fields must be completed to proceed

Related Topics

• Navigation Basics - Interface navigation
• Account Management - Where most workflows are initiated