Creating Client Profiles
This article explains how to create a Client Profile in ACE and provides an overview of the available configuration options.
How to Access Client Profiles
Navigate to Clients.
Select Profiles.
Click New to create a new Client Profile.
To edit an existing Client Profile, select the profile from the list.
Information
Locate the Information section.
Enter the client information. Required fields may vary depending on your configuration.
Information Fields
Field | Description |
|---|---|
Company Name | Name of the client. |
DBA | Doing Business As name for the client. |
Client Code | Unique identifier assigned to the client. |
Address | Client mailing address. |
Phone Number | Primary phone number for the client. |
Fax # | Client fax number. |
Email Address | Primary email address for the client. |
Judgment | Indicates whether the client primarily places judgment accounts. |
Primary Client | Parent client associated with this client, if applicable. |
Monthly Goal | Monthly collection goal for the client. |
Classification | Identifies the primary industry associated with the client's accounts. This classification is used as the default classification for all accounts placed by the client and may affect reporting, workflows, credit reporting processes, and other classification-dependent functionality. |
Collection Type | Collection type associated with the client. |
Portfolio Type | Portfolio category associated with the client. |
ECOA Override | ECOA classification override. |
Last Assignment Date | Most recent assignment date. |
Invoice Last Run Date | Date invoices were last generated. |
Past Due Balance | Outstanding invoice balance owed by the client. |
Aging | Displays aging totals for Current, 30, 60, 90, 120, and greater than 120 days. |
Client Classification
Client Classification identifies the industry associated with a client's accounts and may be used for reporting, workflows, and compliance-related processes.
Classification | ID Number |
|---|---|
Retail | 1 |
Medical/Health | 2 |
Oil Company | 3 |
Government | 4 |
Personal Services | 5 |
Insurance | 6 |
Educational | 7 |
Banking | 8 |
Rental/Leasing | 9 |
Utilities | 10 |
Cable/Cellular | 11 |
Financial | 12 |
Credit Union | 13 |
Automobile | 14 |
Check Guarantee | 15 |
Please Note
Client Classification serves as the default classification for accounts associated with the client.
Classifications can also be assigned at the account level. When an Account Classification is assigned, it overrides the Client Classification for that account. If no Account Classification is assigned, ACE uses the Client Classification.
This allows a single client to place multiple types of accounts without requiring separate client records for each classification.
Invoice Profiles
Image Displays Invoice Profiles Section
Locate the Invoice Profiles section.
Click Add Profile.
Please Note:
Invoice Profiles must be created before they can be added here. See Creating Invoice Profiles for instructions.
Contact Information
Client Profiles allow you to maintain multiple contact types for a client, including Primary, Secondary, Owner, Billing, Dispute, Accounting, Legal, and IT contacts.
Contact Types
Contact Type | Description |
|---|---|
Primary Contact | Main contact for the client. |
Secondary Contact | Secondary contact for the client. |
Owner Contact | Client owner or executive contact. |
Billing Contact | Contact responsible for billing matters. |
Dispute Contact | Contact responsible for disputes and consumer complaints. |
Accounting Contact | Contact responsible for accounting-related matters. |
Legal Contact | Contact responsible for legal matters. |
IT Contact | Technical contact for system integrations and support. |
Contact Fields
Each contact section contains the following fields:
Field | Description |
|---|---|
Title | Contact title or position. |
Name | Contact's first name, middle initial, and last name. |
Phone Number | Primary phone number. |
Mobile Number | Mobile phone number. |
Fax Number | Fax number. |
Email Address | Contact email address. |
Calculate Interest
Locate the Calculate Interest section.
Configure the default interest settings for the client.
Calculate Interest Fields
Field | Description |
|---|---|
Default Interest Rate | Default interest percentage applied to accounts. |
Balance Types | Select which balances accrue interest, including Principal, Fee, Court Cost, Attorney Fee, Legal, NSF, Service Fee, and Miscellaneous balances. |
See Calculate Interest for additional information.
Image Displays Calculate Interest Section
Settlement / Payment
Locate the Settlement / Payment section.
Configure settlement and payment plan settings as needed.
Settlement / Payment Fields
Field | Description |
|---|---|
Exclude From Online Payments | Prevents online payments for this client. |
Exclude Payment Fees | Excludes payment fees from transactions. |
Allows Settlement | Allows settlement offers on accounts. |
Settlement Buckets | Buckets used when calculating settlement offers. |
Min Settlement | Minimum settlement percentage allowed. |
Min Settlement Amount | Minimum dollar amount accepted for settlements. |
Min Settlement Amount Down | Required down payment percentage. |
Max Number of Days of Payment Plan | Maximum payment plan duration. |
Max Number of Days of Settlement Payment Plan | Maximum settlement payment plan duration. |
Max Number Of Payments | Maximum number of payment installments allowed. |
Max Number Of Payments Settlement | Maximum number of settlement installments allowed. |
Min Payment Amount | Minimum payment amount accepted. |
Max Days Out Plan Start Date | Maximum future start date allowed for a payment plan. |
Transaction Spreader | Determines how payments are distributed across balances. |
Judgment Spreader | Determines how judgment payments are distributed across balances. |
See Client Profile Settlement Settings and Payment Spreaders for additional information.
Invoice Preferences
Configure invoice generation, delivery, and remittance settings for the client.
Invoice Preference Fields
Field | Description |
|---|---|
Payable To | Payee name displayed on invoices. |
Generate Empty Invoices | Generates invoices even when no activity exists. |
Generate Empty Invoices Past Due | Generates past due invoices without activity. |
Manual Invoice Delivery | Requires invoices to be manually delivered. |
Auto Verify, Remit & Deliver | Automatically verifies, remits, and delivers invoices. |
Invoice Delivery Email | Primary invoice delivery email address. |
Invoice Delivery Emails | Additional invoice delivery email addresses. |
Attach Report to Delivery | Includes reports with invoice deliveries. |
Trust Account | Trust account associated with the client. |
Remit Transfer Method | Method used to remit funds. |
Remit Terms | Terms governing remittance schedules. |
Remit Route Number | Routing number used for remittance. |
Remit Account Number | Account number used for remittance. |
Client Charge Buckets | Defines charge buckets billed to the client. Use with caution. |
Reporting Preferences
Configure reporting options available to the client.
Reporting Preference Fields
Field | Description |
|---|---|
Client Visible Buckets | Buckets visible to the client in reports. |
Statistics Refresh Date | Date reporting statistics were last refreshed. |
Report Delivery Emails | Email recipients for report delivery. |
Report Email Failure | Email address used for report delivery failures. |
Itemization Preferences
Configure itemization settings used throughout the system.
Itemization Preference Fields
Field | Description |
|---|---|
Itemization Date Source | Determines which date is used for itemization calculations. |
Itemization Description | Description displayed for itemized entries. |
See Itemization Date Source for additional information.
Credit Reporting
Configure credit reporting behavior for the client.
Credit Reporting Fields
Field | Description |
|---|---|
Use the Primary Client for Credit Reporting | Uses the primary client's credit reporting settings. |
Exclude From Credit Reporting | Excludes accounts from credit reporting. |
Credit Report Buckets | Buckets eligible for credit reporting. |
Preferences
Configure additional client-specific settings.
Preference Fields
Field | Description |
|---|---|
Encrypt Password | Encrypts the client password. |
Commission Rate | Standard commission rate. |
Use Payment Plan Commission Rates | Uses payment-plan-specific commission rates. |
Commission Tax Rate 1 | First commission tax rate. |
Commission Tax Rate 2 | Second commission tax rate. |
Bundle Within Primary Client Only | Restricts bundling to the primary client. |
Active | Enables or disables the client. |
Can Forward | Allows accounts to be forwarded. |
Can Pursue Legal Action | Allows legal action on accounts. |
Txt Msg Auto Opt In | Automatically opts consumers into text messaging. |
Email Auto Opt In | Automatically opts consumers into email communications. |
SOL Account Type | Statute of limitations account type. |
SOL State | State used for statute of limitations calculations. |
Obey Compliance Rules | Applies compliance rules configured in ACE. |
Notes | General client notes. |
Important Notes | High-priority client notes. |
Account Add Note | Note automatically added to newly loaded accounts. |
Caller ID | Caller ID associated with the client. |
Salesperson Commission | Sales commission settings. |
Client Goals | Collection goals associated with the client. |
Review the available preference settings.
Configure the settings that apply to your client.
Click Save.
See Understanding the Preferences Section in Client Profiles, Bundle within Primary Client Only, Obey Compliance Rules, and Commission for additional information.