How do I set up a payoff alert? (Accounts)
Setting up a payoff alert on an account will show a payoff message when you look up the account in Inquiry. Set up a payoff alert to receive notifications when an assessment account is approaching or has reached its payoff amount.
Payoff alerts help you identify accounts that are nearing completion, allowing you to verify balances, prepare payoff information, and ensure that final payments are processed accurately. These alerts can also help prevent overpayments and support timely account closure.
What Happens When You Set Up a Payoff Alert?
When a payoff alert is configured:
The system monitors account balances against payoff criteria.
Notifications are generated when an account approaches or reaches payoff status.
Users are alerted to accounts that may require review or final processing.
Payoff activity can be tracked more efficiently.
Opportunities to close completed accounts can be identified sooner.
When Should You Set Up a Payoff Alert?
Set up a payoff alert when:
You want to monitor accounts nearing full repayment.
Staff need to be notified when an account is eligible for payoff.
Final balance reviews are required before account completion.
You want to prevent overpayments or unnecessary future billings.
Account closure activities need to be coordinated promptly.
Before You Set Up a Payoff Alert
Review the following information before proceeding:
The accounts or districts to monitor
The balance threshold that will trigger the alert
Notification recipients
Alert timing and frequency
Any applicable account completion procedures
Verifying these settings helps ensure that payoff alerts are generated at the appropriate time and directed to the correct users.
Note: Payoff alerts provide notifications based on account balances and payoff criteria. They do not automatically close accounts, stop billings, or process final payments.
1. Open Connect Property Improvements > Accounts > Modify Existing Accounts.
2. Look up an account.
3. Click to select the Alerts tab.
4. Click on the Payoff Alert box and then enter the message to display when the account is paid off.
5. Click Save (CTRL+S).
The payoff alert message is saved.
Removing a payoff alert
Stop a payoff alert from displaying on the account.
Do this...
1. Open Connect Property Improvements > Accounts > Modify Existing Accounts.
2. Look up an account.
3. Click to select the Alerts tab.
4. Click on the Payoff Alert box.
5. Select the text in the Payoff Alert box and delete it.
6. Click Save (CTRL+S).
The payoff alert message is deleted. The payoff alert will not display on the account.
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