Client profile credit reporting fields

Credit reporting fields

Client-Profiles, left click on a client within the Client Profiles list to view Credit Reporting fields.

In the Client - Profile - Information section, these Credit Reporting settings are required (even if the agency does not submit data to the Credit Reporting Agencies):

• Classification – This is the type business the client is engaged in.
• Collection Type – This is the type of collections being performed for this client.

In the Client - Profile - Preferences section, these Credit Reporting settings should be enabled if they apply to the client:

• Use Master For Credit Reporting – This box should only be checked if the Agency uses Master Client for Credit Reporting
• Exclude From Credit Reporting – This box should only be checked if the Agency can exclude this Client from Credit Reporting