---
title: "Creating Client Profiles"
slug: "creating-client-profiles-1"
updated: 2026-09-09T16:06:43Z
published: 2026-09-09T16:06:43Z
canonical: "docs.interprose.com/creating-client-profiles-1"
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.interprose.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating Client Profiles

# 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

1. Navigate to **Clients**.
2. Select **Profiles**.
3. Click **New** to create a new Client Profile.
4. To edit an existing Client Profile, select the profile from the list.

## Information

1. Locate the **Information** section.
2. 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 |

> [!NOTE]
> Please Note
> 
> The Client Classification serves as the default classification for all accounts associated with a client.
> 
> 
> 
> You can also assign a classification 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 by default.
> 
> 
> 
> This allows a single client to place multiple types of accounts without requiring separate client records for each classification.

## Invoice Profiles

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/Screenshot 2026-06-05 105319.png?sv=2026-02-06&spr=https&st=2026-10-31T15%3A34%3A24Z&se=2026-10-31T16%3A34%3A24Z&sr=c&sp=r&sig=rSVPdO9U1wa3h4Alc4dvdfh7rZwlmhfQ%2B0JroQFEneM%3D)

Image Displays Invoice Profiles Section

1. Locate the **Invoice Profiles** section.
2. Click **Add Profile**.

> [!NOTE]
> Please Note:
> 
> Invoice Profiles must be created before they can be added here. See [**Creating Invoice Profiles**](https://docs.interprose.com/docs/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

1. Locate the **Calculate Interest** section.
2. 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**](https://docs.interprose.com/docs/client-calculate-interest) for additional information.

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/Screenshot 2026-06-05 105840.png?sv=2026-02-06&spr=https&st=2026-10-31T15%3A34%3A24Z&se=2026-10-31T16%3A34%3A24Z&sr=c&sp=r&sig=rSVPdO9U1wa3h4Alc4dvdfh7rZwlmhfQ%2B0JroQFEneM%3D)

Image Displays Calculate Interest Section

## Settlement / Payment

1. Locate the **Settlement / Payment** section.
2. 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**](https://docs.interprose.com/docs/client-profile-settlement-settings) and [**Payment Spreaders**](https://docs.interprose.com/docs/payment-spreaders-2) 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 | Client’s bank routing number. Required when remitting funds to the client via NACHA. |
| Remit Account Number | Client’s bank account number. Required when remitting funds to the client via NACHA. |
| 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**](https://docs.interprose.com/docs/understanding-the-itemization-section) 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. |

1. Review the available preference settings.
2. Configure the settings that apply to your client.
3. Click **Save**.

See [**Understanding the Preferences Section in Client Profiles**](https://docs.interprose.com/docs/understanding-the-preferences-section-in-client-profiles), [**Bundle within Primary Client Only**](https://docs.interprose.com/docs/bundle-within-primary-client-only-1), [**Obey Compliance Rules**](https://docs.interprose.com/docs/client-profile-obey-compliance-rules-boolean-value), and [**Commission**](https://docs.interprose.com/docs/comission) for additional information.