Collect! Credit and Collection Software™

  Page Table of Contents
Client # Name Doing Business As Address Address 2 City State ZIP Country Time Zone Contact Person Email Phone Phone Extension Fax Fax Extension Other Other Extension Cell Cell Extension User 1 User 2 User 3 User 4 Status Client Operator Account Operator Sales Operator Action Plan To Run On New Accounts Alternate Client # Owned By Client Class Category Debtor Sort Order Disable Metafiles Caw Enabled Success Calculation All Accounts Closed Accounts Billing Period Remit As Nets Funds With Invoice Remit As Gross Funds With Invoice Combined Invoice Variable Interest Rates File Do Not Charge An Automatic Fee For New Accounts Fee Amount Charge Fee To Debtor Charge Fee To Client Credit Card Convenience Fees ACH Convenience Fees Use A Commission Rate Plan Rate 1 Rate 2 Rate 3 Rate 4 Principal Interest Fees Legal Fees Miscellaneous Other Charges Bill Commission To Debtor Use Only Payment Transactions For Commission To Date Is Client Tax Exempt Rate 1 Rate 2 Rate 3 Rate 4 Principal Interest Fees Legal Fees Miscellaneous Other Charges Report Accounts To Bureaus Creditor Classification Code / Client Type Send Client Detail To Bureaus Original Creditor Is In User 2 Delay Days Days From Today Days From Delinquent Date Days From Charged Date Customer Since Total Accounts And Owing Active Accounts And Owing Closed Accounts And Owing Commission To Date Success Rate Principal Interest Fees Legal Fees Miscellaneous Other Charges Adjustments Total Collected Run An Action Plan Client Details Debtors Notes Events Attachments Invoices/Statements Payments Sub-Clients Operators

Web Host Client

Set up your operations the best way right from the start, and you'll minimize your frustration and enjoy using Collect!. This is especially true when you enter Clients and their Debtors into your working database. The right way to do this is to start from the Client form.

Make sure you set up your Company Details, Dunning letters, Operators, Transaction Types and a Contact Plan, if applicable, before you begin to enter Client and Debtor information. If these areas are taken care of first, all their settings and information are readily available to you when you enter your clients and debtor accounts.

To add a new client, click the ADD A CLIENT button in the toolbar.

Fill in the applicable fields on the form.

Click each of the orange buttons on the left to fill in the following:

* General Information
* Advanced Settings
* Statement and Invoice Setup
* Commission Settings
* Tax Settings
* Credit Bureau Reporting Settings

A description of each of the sections and fields is available below.

The Client form shows Client information and the accounts listed by the Client.


Debtor

The Client Settings form contains many settings that will determine how Debtors, Payments, Invoices and Credit Bureau Reporting are handled for this Client. After you have entered your basic personal information for this Client, select the EDIT CLIENT INFORMATION button to open the Client Settings form. It is very important to set up this information correctly right from the start. The information you set will be automatically entered into all related forms - Debtors, Payments, Invoices and CBR. This will save a considerable amount of time and reduce errors.

Most of the information below is available on the main Client view, but for organizational purposes, we will go through the fields based on where they appear in the 'Edit Client Information' view.


Client Contact Information

Client #

This is the Client ID number as assigned by Collect!. This number may hold only digits and is used by Collect! whenever the Client is referenced. If you have another ID that you would like to use, please enter it in the field labeled Alt Client #.

This field has additional functions when used with Account Access Control and Operator Security.

This field is INDEXED.

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Name

This is the actual name of the Client or company. This field holds up to 62 alphanumeric characters. This field is indexed.

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Doing Business As

This is an alternate name that you may use in reports. Perhaps the Client has requested that you refer to them with a pseudonym. This field holds up to 62 alphanumeric characters.

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Address

First line of the mailing address of the company. All invoices will be sent to this address, by default. This is first line to begin typing the address. This field holds up to 78 alphanumeric characters.

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Address 2

Second line of the mailing address of the company. All invoices will be sent to this address, by default. This is another line to type the address. This field holds up to 126 alphanumeric characters.

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City

Use this field to break out the City from the Client address. This field holds up to 30 alphanumeric characters.

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State

Use this field to break out the State from the Client address. This field holds up to 30 alphanumeric characters.

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ZIP

Use this field to break out the Postal Code from the Client address. This field holds up to 22 alphanumeric characters.

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Country

Use this field to break out the Country form the Client address. This field holds up to 30 alphanumeric characters.

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Time Zone

This field holds a POSITIVE or NEGATIVE integer indicating the Timezone of this Client.

tip.gif Timezones are standard integer values calculated from GMT (Greenwich Mean Time).

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Contact Person

The name of the contact person or Representative for this Client. This field holds up to 62 alphanumeric characters.

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Email

This is the Client's email address. Select the Email icon to the right of this field to open the Send Mail window which allows you to create an email and send it to the Client. This field holds up to 78 alphanumeric characters.

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Phone

The phone number of the Client. Enter the phone number as you would manually dial it. This field holds up to 22 alphanumeric characters.

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Phone Extension

The phone extension. Enter the extension as you would manually dial it. This field holds up to 6 alphanumeric characters.

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Fax

The fax number of the Client. Enter the fax number as you would dial it manually. This field holds up to 22 alphanumeric characters.

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Fax Extension

The fax extension. Enter the extension as you would manually dial it. This field holds up to 6 alphanumeric characters.

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Other

Another phone number for the Client. Enter the phone number as you would manually dial it. This field holds up to 22 alphanumeric characters.

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Other Extension

The other extension. Enter the extension as you would manually dial it. This field holds up to 6 alphanumeric characters.

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Cell

The cellular or other phone number of the Client. Enter the number as you would dial it manually. This field holds up to 22 alphanumeric characters.

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Cell Extension

The cell extension. Enter the extension as you would manually dial it. This field holds up to 6 alphanumeric characters.

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User 1

This field is for your own definition and use. This field holds up to 62 alphanumeric characters. This field is indexed.

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User 2

This field is for your own definition and use. This field holds up to 62 alphanumeric characters.

FOR CBR: If you are reporting to Credit Bureaus by client, Trans Union codes go here. Please refer to How to Setup Credit Bureau Reporting for details.

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User 3

This field is for your own definition and use. This field holds up to 62 alphanumeric characters.

FOR CBR: If you are reporting to Credit Bureaus by client, Trans Union codes go here. Please refer to How to Setup Credit Bureau Reporting for details.

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User 4

This field is for your own definition and use. This field holds up to 62 alphanumeric characters.

FOR CBR: If you are reporting to Credit Bureaus by client, Trans Union codes go here. Please refer to How to Setup Credit Bureau Reporting for details.


Client General Information

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Status

Select a Status from the Debtor Status code pick list to apply to this Client.

tip.gif This field uses the same pick list as the Debtor does for Status Codes. If you have codes that apply specifically to your clients, simply add them to the list of Debtor Status Codes.

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Client Operator

Select an Operator from the Operator pick list to assign to this Client.

tip.gif This field uses the same pick list as the Debtor does for Operators. If you have Operators who only work Clients, simply add them to the list of Operators.

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Account Operator

This Operator ID will be assigned to all new accounts recorded for this client. It will be copied to the Debtor's record automatically. The Operator ID is very important for following up on a debtor's account, scheduling contacts and reviewing account activity.

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Sales Operator

This Sales ID will be assigned to all new accounts recorded for this client. It will be copied to the Debtor record automatically and then the information can be tracked for salesperson status and for commission reporting.

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Action Plan To Run On New Accounts

Whenever a new account is entered, this plan will run automatically. For instance, you could schedule a phone call or a review for each new account.


Client Advanced Information

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Alternate Client #

This field is for your own use. You may enter an alternate Client Number to reference on reports. Perhaps your Client has given you an alphanumeric code to use. This field holds up to 18 alphanumeric characters. This field is indexed.

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Owned By Client

This field is for your own use. You may enter the Client Number for a "master" client. This enables you to group client accounts for account security, for auditing and for reporting.

The Search functionality for Parent Clients is also tied to a hierarchical client ownership system. This enables you to set a Client # in this field that will then be used when applying Account Access Control.

Clients restricted to a particular Client # will be able to freely search for records in your database. However, they will only be able to find records within the Client # or client ownership hierarchy to which they belong. For instance, clients who own other clients will be able to see all records in their hierarchical tree, but no others.

tip.gif You should not set the "Owned By Client" to the same Client # as the Client itself. This might cause details to be hidden erroneously for accounts that should be visible to the Operator. For example, Client #94 should not have "94" entered in its "Owned By Client" field.

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Class

This field is for your own definition and use.

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Category

A user defined category. This is used to indicate Client records that represent third parties, such as other agencies, attorneys or client prospects. You can add additional types to this pick list.

If you are setting up Legal Offices or Parent Clients, you should set the values in this field accordingly.

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Debtor Sort Order

These switches display the order used to sort this client's debtors. This is the order in which they will be displayed when statements are generated.

If the Sort Order option is not set, then Collect! is using the default Sort Order set by sorting all debtors by Name or Account #.

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Disable Metafiles

Switch this ON with a check mark if you do not want to save METAFILES when letters are printed through Collect!. Ordinarily, when printing from the Debtor or Client, or in a scheduled letter batch, Collect! creates and attaches a METAFILE to the Letter contact. The "Disable metafiles" switch enables you to control this at the Client level.

Metafiles are created when printing via the Collect! desktop application, not the web application.

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Caw Enabled

This switch enables you to flag accounts for use with Client Access Web.

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Success Calculation

Collect! provides two automatic processes for calculating success rate for each given client. Either your success can be based on only closed accounts, or on all the accounts listed for the Client.

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All Accounts

This calculation method is based on all accounts that belong to this Client. The Success Rate is total payments to date over total listed dollar value. This is the default calculation method.

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Closed Accounts

This calculation method evaluates only closed accounts. It gives you a more accurate performance figure over long periods of time, but ignores any active accounts. So it is less current that the All Accounts calculation. This Success Rate is calculated using total payments made on closed accounts over total listed dollar value for the closed accounts.


Client Statement Information

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Billing Period

This is the interval for generating invoice/statements for this client. For instance, if you bill your clients on a monthly basis, MONTHLY is the Billing Period that you would choose.

Collect! uses MONTHLY as the default, but please make a definite choice here. In order to generate statements, Collect! needs to know what billing period you have agreed upon with your client.

tip.gif For our Lite users, we setup the process to generate statements monthly. If you are using other billing periods, please let us know so we can set your batch processes up accordingly.

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Remit As Nets Funds With Invoice

If you retain commission and taxes yourself and only return the remaining funds to the client, then select this switch. At period end, Collect! will correctly calculate the amount owed to the client, or what the client owes your company based on the payments received during the billing period.

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Remit As Gross Funds With Invoice

All funds collected on behalf of a client are returned to the client at the end of the billing period. The invoice sent to the client at the same time lists all commission and taxes due and payable by the client.

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Combined Invoice

Switch this on to generate combined Net/Gross invoices for this client. When you print your statements, Collect! will use the Statement report to break out the agency and client portions of the total remit and return.

For more Information on Remittance Types, please refer to the Help Topic How To Understand Net Or Gross Or Combined Remittances for more information.

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Variable Interest Rates File

This field is only used when you are using the Variable Interest extension module. Enter the exact name of the file containing your interest rates table.

Please refer to Help topic, How to Use Variable Interest for details.

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Do Not Charge An Automatic Fee For New Accounts

Turn this switch ON when you don't want to charge a fixed fee to the client or the debtor.

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Fee Amount

This is the amount of the fixed fee, and should be a dollar amount. This is billed to either the client or the debtor, depending on the Charge to Client or Debtor options described above. If you turn the No Fixed Fees switch ON, this value is ignored.

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Charge Fee To Debtor

Turn this switch ON and enter the amount of the fixed fee.

When you add a new debtor to this client, the fixed fee amount is copied to the Debtor record. When you edit the debtor's Fee field, you can verify the amount and then Collect! posts a fee transaction to the debtor's account, the fee amount to the debtor.

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Charge Fee To Client

Turn this switch ON and enter the amount of the fixed fee.

When you add a new debtor to this client, the fixed fee amount is copied to the Debtor record. At period end, when you generate statements for your client, this fee will be included in the statement to your client.

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Credit Card Convenience Fees

Switch this ON with a check mark if this Client permits you to charge a convenience fee when using Collect!'s Billing Tree module for credit card payments.

tip.gif To implement credit card convenience fees you must set up your credit card convenience fee Transaction Types. Please refer to Help topic, Credit Card Setup for details.

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ACH Convenience Fees

Switch this ON with a check mark if this Client permits you to charge a convenience fee when using Collect!'s Billing Tree module for ACH payments.

tip.gif To implement ACH convenience fees you must set up your ACH convenience fee Transaction Types. Please refer to Help topic, ACH Payments Setup for details.


Client Commission Information

The Commission Rates form stores the commission rates you charge your clients for payments received from debtors. Whenever you post a payment transaction, these settings are used to calculate commission charges.

Up to four commission rates may be set on the account. Breakdown settings enable you to apply separate commission rates to various types of transactions. Please see the Commission and Breakdown example here for details.

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Use A Commission Rate Plan

The commission that is charged on the debtor's payments will be calculated based on the rates in the plan that you choose. When a payment transaction is posted, the dollar amount of the applicable commission is calculated using the rate chosen in this field. The actual commission amount is entered automatically into the transaction's Commission field.

tip.gif Do not enter both a fixed rate and a rate plan. Use one or the other only.

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Rate 1

Enter a percentage here. This is a fixed amount. It is the portion of the debtor's payment that your agency charges as a fee for services. When a payment transaction is posted, the dollar amount of the a applicable commission is calculated using the percentage in this field. This amount is entered automatically into the transaction's Commission field.

Enter a fixed commission amount here OR select a sliding scale rate plan in the Commission Rate Plan field.

tip.gif Do not enter both a fixed rate and a rate plan. Use one or the other only.

Select the type of payment this rate is applied to by putting a check mark in the appropriate column next to this field.

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Rate 2

You can enter a percentage here if you need to charge a different commission rate for the breakdown type that is check marked for Rate 2.

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Rate 3

You can enter a percentage here if you need to charge a different commission rate for the breakdown type that is check marked for Rate 3.

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Rate 4

You can enter a percentage here if you need to charge a different commission rate for the breakdown type that is check marked for Rate 4.

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Principal

Select a Rate or Rates that you wish you apply to any portion of the Transaction that goes to Principal.

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Interest

Select a Rate or Rates that you wish you apply to any portion of the Transaction that goes to Interest.

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Fees

Select a Rate or Rates that you wish you apply to any portion of the Transaction that goes to Fees.

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Legal Fees

Select a Rate or Rates that you wish you apply to any portion of the Transaction that goes to Legal.

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Miscellaneous

Select a Rate or Rates that you wish you apply to any portion of the Transaction that goes to Misc.

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Other Charges

Select a Rate or Rates that you wish you apply to any portion of the Transaction that goes to Other.

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Bill Commission To Debtor

When this switch is set, the Commission amount is added to the debtor's Owing.

tip.gif Normally debtors cannot be charged the collection expenses. You can only check the box labeled 'Bill Commission to Debtor' if you have the legal right in your jurisdiction to charge the debtor for incurred collection expenses.

Collect! calculates the commission amount and creates a fee transaction with Transaction Type 399 debiting the commission amount from the debtor's account. Collect! uses the information from your Transaction Type 399 settings to determine how to calculate the fees. If this transaction type is not in the system, you are prompted to create it in your transaction types.

Please be aware that adding commission to owing alters the calculation of commission on each payment that is posted on the account.

When the Add Commission to Owing switch is ON, the calculation is

commission = payment X (rate/100) / (1.0 + (rate/100))

When the commission is not added to the owing, the default calculation is

commission = payment X rate/100

Basically, this is the logic:

If a Debtor owes you $100 and your commission rate is 30%, then the total owed is $130. But the commission
they owe you is still $30. So it is no longer 30% of the total. It is not 30% of $130. It is actually 23.08% of $130.

To find this figure you divide the Commission Owed by the Total Owed with the Commission added to it. - $30/$130.

tip.gif Do not set this switch unless you have a signed agreement from the debtor on file, or you are sure the laws in your region permit you to charge the debtor collection fees.

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Use Only Payment Transactions For Commission To Date

Switch this ON with a check mark to tell Collect! to use only Payment type transactions when calculating the total Commission to Date displayed on the Client form.

When this switch is OFF, Collect! will total commissions from any transaction that has a commission amount entered.


Client Tax Information

The Tax form stores your tax rates. Tax is calculated on the commission you receive from your clients when you post debtor payments. Whenever you post a payment transaction with a commission amount, the settings in the Tax form will be used to calculate any tax charges.

Up to four tax rates may be set on the account. Breakdown settings enable you to apply separate tax rates to various types of transactions. Please see the Tax and Breakdown example here for details.

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Is Client Tax Exempt

This switch turns OFF the calculation of tax on all transactions for this Debtor. If a Tax Rate has been set previously, it will not display when a transaction is posted.

When this switch is ON, tax will not be calculated even if the "Don't Calculate Tax" switch is not ON and there is a Tax percentage entered in the Tax details for the account. Tax will not be calculated if a transaction is posted with a Tax Rate in the Transaction Type settings. Whenever a transaction is posted, tax will not be calculated and the transaction's Tax field should remain blank.

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Rate 1

If you charge tax on commissions that you earn, enter a percentage tax rate here. (e.g. Enter 7.0 for 7%) This is the tax charged on any commissions that you receive for debtor payments. This rate is automatically written into the Tax Rate field for any transaction posted for this debtor when there is a commission amount. Tax is calculated on the commission amount only and is displayed in the Tax field of the transaction.

This field must contain a value if you are calculating tax on commissions for this debtor.

When a new debtor is entered, this field is filled automatically from the Client Settings Tax Rate field. You can change the rate for this particular debtor to override the rate used generally for the client.

Select the type of transaction to apply this tax to by placing a check mark in the appropriate box in the columns next to this field.

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Rate 2

You can enter a percentage here if you need to charge a different tax rate for the breakdown type that is check marked for Tax 2.

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Rate 3

You can enter a percentage here if you need to charge a different tax rate for the breakdown type that is check marked for Tax 3.

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Rate 4

You can enter a percentage here if you need to charge a different tax rate for the breakdown type that is check marked for Tax 4.

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Principal

Select a Rate or Rates that you wish you apply to any portion of the Transaction that goes to Principal.

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Interest

Select a Rate or Rates that you wish you apply to any portion of the Transaction that goes to Interest.

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Fees

Select a Rate or Rates that you wish you apply to any portion of the Transaction that goes to Fees.

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Legal Fees

Select a Rate or Rates that you wish you apply to any portion of the Transaction that goes to Legal.

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Miscellaneous

Select a Rate or Rates that you wish you apply to any portion of the Transaction that goes to Misc.

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Other Charges

Select a Rate or Rates that you wish you apply to any portion of the Transaction that goes to Other.


Debtor Miscellaneous Information

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Report Accounts To Bureaus

Switch this ON when you wish to set up credit reporting for a client.

tip.gif Please be aware that this switch does not automatically begin reporting debtors. You must still switch ON credit bureau reporting for each debtor that you want to report. Please refer to How To Setup Credit Bureau Reporting for details.

You must also switch ON 'Send client detail to bureaus' if you are reporting as a Collection Agency so that Collect! can include the details when you run your report.

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Creditor Classification Code / Client Type

This field contains a pick list of choices that can be used to classify your clients by Type.

FOR CBR: If you are using METRO 2 format, it is required that you enter a valid "creditor classification" in this field. The list of choices given is a standard CBR list of creditor classifications.

If you are not reporting to credit bureaus, this field is for your own definition and use.

tip.gif Click the arrow to see the default pick list attached to this field.

FOR CBR: If the choice you need is not included in the list, you can add it to the pick list. Please check with your credit bureau to ensure that it is a valid creditor classification and let us know too, so we can add it to the default list.

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Send Client Detail To Bureaus

The FDCPA requires that the client details, K1 segment, be sent with each debtor. FTC (Federal Trade Commission) and ACB (Associated Credit Bureaus) policy stipulate that the original creditor be identified.

When you switch ON 'Report accounts to bureaus', Collect! will send the Client's Name in the K1 segment of data reported to the credit bureaus. If you are reporting as a credit grantor then this switch may be switched OFF.

tip.gif If the credit grantor switch is OFF, the sending of K1 segments is UNCONDITIONAL regardless of the setting in this field.

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Original Creditor Is In User 2

This switch may be used by portfolio purchasers who want to use the Client record for tracking the portfolio, yet also want to send the original creditor information to credit bureaus. Switch this ON on a client by client basis and then place the original creditor information into the User 2 field on the Debtor form.

When you check this box, a text field will be made visible. This field is linked to the User 2 field. Anything entered here will be written to the User 2 field.

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Delay Days

When you first report credit on an account, you can schedule for the report to be sent later, rather than immediately. The date can be changed manually.

This is configured on the Credit Bureau Setup screen by selecting the Delay Report option.

This field allows you to overwrite the global Delay Days value to report sooner or later than your global setting.

To have this client reporting based on the global settings, leave the box empty.

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Days From Today

This field is used with the DELAY DAYS field to delay reporting to the bureau. This field is the default selection. If this option is selected, the reporting delay will be based on the date that you prepared the Debtor to be reported to the bureau.

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Days From Delinquent Date

This field is used with the DELAY DAYS field to delay reporting to the bureau. If this option is selected, the reporting delay will be based on the Debtor's Delnqnt date.

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Days From Charged Date

This field is used with the DELAY DAYS field to delay reporting to the bureau. If this option is selected, the reporting delay will be based on the Debtor's Charged date.

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Customer Since

When you enter a new Client in your system, Collect! fills this field with the current date. You can modify this field manually if desired, or use it to store the date you entered the Client.

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Total Accounts And Owing

The total number/value of debtors attached to this client.

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Active Accounts And Owing

The number/value of debtors attached to this client whose Mode is ACTIVE, SUSPEND, OR PRECOLLECT.

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Closed Accounts And Owing

The number/value of debtors attached to this client whose Mode is CLOSED.

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Commission To Date

This field shows the total commission calculated on all accounts for this client.

tip.gif If you want Collect! to calculate this total from Payment type transactions only, then switch ON 'Only payments for comm to date' in the Client Settings form.

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Success Rate

This is a percentage ratio of Paid to Listed accounts and may be calculated using ALL accounts or only CLOSED accounts, as set in Client Settings.

The success rate is calculated as

All Paid X 100 / ((All Listed + All Fees) - Adjustments)

Where All Paid is the client's Paid field, All Listed is the client's Listed Field, All Fees is the sum of all the Fees fields of the client's debtors, and Adjustments is the sum of all the Adj fields of the client's debtors.

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Principal

The total dollar value of Principal for all accounts listed by this Client.

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Interest

The total dollar value of Interest for all accounts listed by this Client.

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Fees

The total dollar value of Fees for all accounts listed by this Client.

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Legal Fees

The total dollar value of Legal Fees for all accounts listed by this Client.

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Miscellaneous

The total dollar value of Misc Fees for all accounts listed by this Client.

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Other Charges

The total dollar value of Other Charges for all accounts listed by this Client.

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Adjustments

The total amount of adjustments to debtors belonging to this Client.

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Total

This is the total of the above.

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Collected

The sum of the Paid fields of all of the client's debtors.

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Run An Action Plan

Enter a Contact Plan to run on this account.

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Client Details

This area of the Client form contains tabs to sub-lists of related Client information. The areas that may be accessed are as follows.

* Debtors
* Notes
* Events
* Attachments
* Invoices/Statements
* Payments
* Sub-Clients
* Operators

Each of these sub-forms allow you to view records related to this client and add new ones. If the tab is displayed as ORANGE that means there are records in that area.

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Debtors

Select this tab to display the list of all debtors listed by this Client. All Debtors with ACTIVE or CLOSED mode can be displayed.

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Notes

Select this tab to display this Client's notes or add a new line.

To edit a note line, click on the note line.

To add a new note line, click ADD A NOTE.

The Add a Note text box is the text associated with the note line.

The priority will set a sort order for the note. Notes are sorted in descending order on priority, date, then time.


Add a Note Line

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Events

Select this tab to display this Client's events or add a new one.

To edit an event, click on the event.

To add a new event, click ADD AN EVENT.

Select the type of event that you want to create:

* Review - general review event
* Phone - indicates a phone action
* Other - miscellaneous event type
* Promise - indicates that money is expected to be received
* Letter - schedule a letter
* Action Plan - schedule an action plan

If promised is selected, the Amount field will be visible to enter the expected amount of the payment.

Fill in the repeat field if you want the event to repeat. This is generally used for promises, letters, or action plans.

Fill in a description for the Event. If Phone, Letter, or Action Plan is selected, this field will be replaced with a drop down list for the applicable event type.

Fill in the Due Date for the event.

If the time is filled in, Collect! will popup a notice in the Work in Progress at the time the event is due to be worked.

Fill in the priority of the event.

Assign the event to an operator.


Add an Event

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Attachments

Select this tab to display this Client's attachments or add a new one.

To edit an attachment, click on the attachment.

To add a new attachment, click ADD AN ATTACHMENT.

Fill in a description for the attachment.

Select the class of contact that you want to create.

Once the attachment is saved, there will be more options available associated with the type.

Fill in a Date for the attachment. This is optional.

Browse to a file to be associated with the attachment. This needs to be done here as once the attachment record is created, a file cannot be associated with it later.


Add an Attachment

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Invoices/Statements

Select this tab to display the list of Invoice/Statements generated for this Client.

Click on VIEW CURRENT TRANSACTIONS to display a list of transactions that will appear on the next statement.

Click on a statement to open it up in a new tab for printing.

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Payments

Select this tab to display the list of Client Payments attached to this Client.

To edit a payment, click on the payment.

To add a new payment, click ADD A PAYMENT.

Fill in the date of the payment.

tip.gif You cannot enter a date for a period where a statement has already been generated.

Fill in a description for the payment.

Fill in the amount of the payment.


Add an Attachment

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Sub-Clients

This tab is only visible when viewing a Parent Client.

Select this tab to display the list of Sub-Clients attached to this Client.

To view a sub-client's details, click on the sub-client.

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Operators

Select this tab to display the list of Operators attached to this Client. These are operators that are or have been allowed to sign in via the web portal.

To view an operator's details, click on the operator.

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