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This article will demonstrate how to create Client Profiles.
Information Section
- Client-Profiles-New
- Locate Information Section
- Enter Data, fields with an (*) are required fields
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Invoice Profiles Section
- Locate Invoice Profile Section
- Add Invoice Profile
See Invoice Profiles for more details.
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Primary and Secondary Contact Section
- Enter contact information for Primary and Secondary Contact (if available)
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Calculate Interest and Settlement Payment Sections
- Locate Calculate Interest section
- Enter interest rate if applicable
- Locate Settlement/Payment Section
- Check if Client allows settlement
- Select settlement buckets
- Enter settlement Percentage (or other settlement options)
- Select Transaction Spreader
See Calculate Interest, Settlement/Payment, and Payment Spreaders for details.
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Exclude From Online Payments
This option is specifically applicable to VA 1.0
Invoice Preferences and Reporting Preferences Sections
- Enter data pertaining to your customer
- Locate the Reporting Preference Section
- Enter data pertaining to your customer
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Itemization Preferences
See Itemization Date Source for more details.
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Preferences Section
- Input the data that pertains to your customer
- Click Save
See Understanding the Preferences Section in Client Profiles, Bundle within Primary Client Only, "Obey Compliance Rules" Boolean Value, and Commission for more details
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