Add a Payment

This article describes how to add a payment within the FORTH system. It is organized into the following sections:

• Overview
• Prerequisites
• How to Access
• How it Works
• Troubleshooting / FAQ
• Assistance

Overview

Add payments manually to track financial transactions accurately within a client file. The FORTH system supports multiple transaction types, including standard payments, refunds, and business loan advances. Entering these transactions directly into the CRM ensures an accurate ledger and saves tracking time.

Prerequisites

Standard user access to the FORTH CRM.

How to Access

Log in to the FORTH CRM and choose one of the following navigation paths:

• Path 1: Go to Contacts > select a contact > click Enrollment on the navigation bar within the Client Dashboard.
  
• Path 2: Go to the Enrollments tab > locate the contact in the list > click the Green Arrow icon.
  

How it Works

Section 1: Standard Payments, Refunds, and Business Loans

Note: For the Business Loans File Type, you must add the payment from the Advances tab (see example below).

1. Navigate to the Enrollment Details page for your selected contact.
2. Click Add Payment on the navigation bar.
   
3. In the Add / Edit Payment layover window, select your Gateway (this defaults to Forth Custodial).
   
4. Select the transaction Type and Sub Type if applicable.

IMPORTANT: When adding refund payments, select the Client Refund payment type.

5. Enter the Process Date, Amount, and a Memo if needed.
6. Select Schedule Transaction from the Action dropdown menu.
   
7. Click Save.
8. Review the Transactions View section on the Enrollment Details page to verify your new payment is listed.
   

Section 2: Settlement Payments and Creditor Reference Numbers

Adding a Settlement Payment requires a two-step process to properly attach a Creditor Reference Number.

Create the Settlement Payment

1. Click Add Payment on the navigation bar of the Enrollment Details page.
   
2. Select Settlement Payment from the Type dropdown menu (see highlighted area below).
   
3. Select Check (or any check-related type) from the Sub Type dropdown menu.
4. Click Save.

Add the Creditor Reference Number

1. From the Enrollment Details page, click Adjust Payments.
   
2. Click the Settlement Payments tab.
3. Scroll down to the Creditor Ref # field (see highlighted area in the image below).
   
4. Click the checkbox to activate the field.
5. Enter the Creditor Reference Number in the field provided.
6. Click Save Changes in the navigation bar when finished.

Troubleshooting/FAQ

Why can I not find the Creditor Reference Number field when I first create the payment?

The Creditor Ref # field is not available in the initial Add Payment window by default. It only appears when you select Settlement Payment from the Type dropdown menu. Save the settlement payment first, then navigate to the Adjust Payments > Settlement Payments tab to activate and enter this number.

Why is the Save button blocked or unclickable?

Make sure that any required fields (with a red asterisk) are complete. If any of these fields are empty, the system blocks the save action and displays an error message. Enter the missing information to proceed.

What happens if I change the payment type after the data populates?

If you change the Type dropdown from Settlement Payment back to a non-settlement category, the system automatically hides the Creditor Ref # field and clears out the data to keep your ledger clean.

Where do I add a payment for a Business Loans file type?

For Business Loans, do not use the standard navigation path. You must go to the Advances tab and add the payment from within that specific section.

Why did the fields not auto-populate when I selected a settlement?

The system only pulls data from settlement records that are in a Completed status. If the settlement offer is pending or incomplete, the fields will not auto-populate.

Will editing these fields inside the modal change my original settlement contract?

No. Any manual updates you make to the Creditor Ref # or Memo fields inside the modal apply only to that specific transaction record. The original settlement offer remains unmodified.

Assistance

For further assistance, reach out to support@setforth.com.

Article Version History: