Settlement/Payment
    • 22 Mar 2023
    • 1 Minute to read
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    Settlement/Payment

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    Article summary

    Settlement/Payment settings can be identified at the client level.

    Client level Settlement/Payment options supersede user level options.


    Users options can be configured in the Setup-Users-Settlement/Payment section.





    Field Definitions

    Exclude From Online Paymentsa Boolean value preventing online payments
    Exclude Payment Feesa Boolean value to exclude payment fees
    Allows Settlementa Boolean value allowing this client to take settlements
    Settlement BucketsRestricts the buckets that will be included in settlements
    Min SettlementSets the minimum settlement percentage for settlement payments
    Min Settlement AmountSets the minimum settlement amount for settlement payments
    Min Settlement Amount DownSets the minimum settlement down payment amount
    Max Number of Days of Payment PlanSets the maximum number of days a payment plan can be extended
    Max Number of Payments Settlement Payment PlanSets the maximum number of a payment plan can be extended
    Max Number of PaymentsSets the maximum number of payments a payment plan can be extended
    Max Number of Payments SettlementSets the maximum number of payments a payment plan can be extended
    Min Payment AmountSets the minimum payment amount
    Max days out Plan Start DateSets the maximum number of days a payment plan can be started
    Transaction SpreaderSelect the transaction spreader
    Judgment SpreaderSelect the judgment spreader

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