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.