Configure Client for Credit Reporting

Client configuration for Credit Reporting

This procedure will demonstrate how to configure a Client for Credit Reporting

Select the Clients → Profiles menu. Choose the client profile you want to edit. 

In the Information section:

• Click the Classification drop down list-box and select the appropriate classification for this client
• Click the Collection Type drop down list-box and select the appropriate type for this client

In the Preferences section:

• The "Use Master For Credit Reporting" options should only be checked if the Agency uses Master Client features AND want those features applied to Credit Reporting
• To enable credit reporting for this client, uncheck the Exclude From Credit Reporting box

Click the Save or Apply button to save your changes.