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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 Payments | a Boolean value preventing online payments |
Exclude Payment Fees | a Boolean value to exclude payment fees |
Allows Settlement | a Boolean value allowing this client to take settlements |
Settlement Buckets | Restricts the buckets that will be included in settlements |
Min Settlement | Sets the minimum settlement percentage for settlement payments |
Min Settlement Amount | Sets the minimum settlement amount for settlement payments |
Min Settlement Amount Down | Sets the minimum settlement down payment amount |
Max Number of Days of Payment Plan | Sets the maximum number of days a payment plan can be extended |
Max Number of Payments Settlement Payment Plan | Sets the maximum number of a payment plan can be extended |
Max Number of Payments | Sets the maximum number of payments a payment plan can be extended |
Max Number of Payments Settlement | Sets the maximum number of payments a payment plan can be extended |
Min Payment Amount | Sets the minimum payment amount |
Max days out Plan Start Date | Sets the maximum number of days a payment plan can be started |
Transaction Spreader | Select the transaction spreader |
Judgment Spreader | Select the judgment spreader |
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