Client Settings Basics
The Client Settings form stores selections and values that are
used by Collect! to help you automate and reduce the work
needed when creating debtors and generating statements.
This is a very important form. It is well worth the time it takes
to assure yourself that the settings and values are entered
correctly for your requirements. Once they are entered, Collect!
can use them over and over again when creating new debtors,
running statements and performing other tasks in your day-to-day
Many important functions are controlled from the
Client Settings form.
1. Accounting cycles
2. Commission rate/ tax rate
3. Credit bureau settings
4. Currency settings
5. Charging fees
6. Assigning operators
7. Success calculations
8. Running your collection strategies
With this form, you can define default values to apply
to every newly created debtor for the client.
Please bear in mind that the settings you choose are
on a go forward basis. Values entered here, like a
new commission rate, for instance, will not change information
on accounts already entered in your system. Only newly
entered accounts will pick up the new settings. Any debtors or
accounts previously entered will retain their original
Keep your needs simple. If you find yourself always
setting the same values, then chances are you can set
up the Client Settings form to accommodate your needs.
Any setting can be changed later as needed.
Use only the settings you need. For many clients, such as
your forwarding clients or attorney clients, you will not need
any of these settings. They are only important for clients that
will have debtors attached to them.
If you will be using Collect!'s Credit Bureau Reporting module
and you will be reporting for this client, then please pay
particular attention to the settings needed for this purpose.
Client Settings form
Accessing Client Settings
The Client Settings form may be accessed only one way.
Providing you have access to the Client form and the
ADVANCED button, you must be viewing a Client form.
1. You must be on a Client form to be able to view the
Client Settings. Using the methods explained in the
document about accessing the Client form, bring up the
Client form for the Client whose settings you want to adjust.
Once the Client form is in full view, simply select the button
labeled ADVANCED to display the Client Settings form.
- How to Setup Client Settings