Client Profile Settlement Settings

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Configurations at the client level define global settlement options for all associated accounts. If settlements are allowed for your client, complete the fields in the Settlement/Payment section.

Image Displays Client Profile Settlement/Payment Section

Field Definitions

Field

Description

Exclude From Online Payments

Boolean value to prevent online payments.

Exclude Payment Fees

Boolean value to exclude payment fees.

Allows Settlement

Boolean value allowing settlements for this client.

Settlement Buckets

Defines the buckets included in settlements.

Min Settlement

Sets the minimum settlement percentage.

Min Settlement Amount

Sets the minimum settlement payment amount.

Min Settlement Amount Down

Sets the minimum down payment for a settlement.

Max Number of Days of Payment Plan

Defines the maximum number of days a payment plan can extend.

Max Number of Payments

Sets the maximum number of payments in a settlement payment plan.

Min Payment Amount

Defines the minimum payment allowed.

Max Days Out Plan Start Date

Limits how far out a payment plan can start.

Transaction Spreader

Select the spreader for transactions.

Judgment Spreader

Select the spreader for judgments.