Debtor Payment

This feature changes the Debtor Payment Screen on the Debtor Presets tab of a Client's account.

Note: This is a Version 4 Feature. For information on obtaining this or another feature, please contact the Sales Department.

On the tab, select the Process Type of Debtor Payment.

Select the Payment Allocations, click the button and select Sequential or Pro Rated allocations. If Sequential is picked, select the order of the allocations. One being the first balance segment paid and fifth being the last.

Select to keep the system, Debtor Payment Release Settings or to Disable the settings by click the next to your selection. To review the settings, click the button.

Select to add a Payment Acknowledgement Letter by picking the letter from the list. Click the button next to proper Prompt: None, With Confirmation and Auto.

A confirmation screen will appear.

Click the button to cancel the process. Click the button to continue and display the Protected Entry screen.

A message box will appear once the update is complete.

Click the to finish the process.

Note: This process will change all fields on the debtor presets screen. Be sure to have all fields set appropriately.