USE SIF-NOTE ONLY IF INFO
NEEDED WHILE POSTING THE PAYMENT.
(Orange) SIF-NOTE
examples:
SIF $425.50 LAST PMT 7/31/26
APPLY PMTS TO STONEBERRY TIL PIF, THEN MASSEYS
APPLY $50 TO GINNYS & $25 TO WARDS
DO NOT USE for any notes not needed for POSTING PMTS.
The old yellow Hot-Notes will continue to work as normal!
USE HOTE-NOTE FOR NOTES
FOR YOURSELF OR OTHERS WORKING THE ACCT.
(Yellow) HOT-NOTE
examples: (IT IS YOUR RESPONSIBILITY TO SEND RECEIPTS)
Wants text sent every month after payment posted
RCVD CONSENT TO SPEAK TO DAUGHTER SUE
NEED TO SETUP MORE
PMTS DEC 2026
EXAMPLES OF NOTE NOTE TYPES:
