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
  • Section 1: Standard Payments, Refunds, and Business Loans
  • Section 2: Scheduling an ACH Credit or Fee Transaction
  • Section 3: Settlement Payments
• Troubleshooting / FAQ
• Assistance

Overview

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 popup, select your Gateway (this defaults to Forth Custodial).
   
4. Select the transaction Type and Sub Type if applicable.

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: Scheduling an ACH Credit or Fee Transaction

You can schedule an ACH Credit or Fee transaction to send a payment to a third party.

1. Navigate to the Enrollment Details page for your selected contact.
2. Select Add Payment from the navigation bar.
   
3. On the Add/Edit Payment popup, click the Type dropdown menu and select ACH Credit/Fee.
   
4. Select the Date on which to process this payment.
   
5. Enter the amount that you need to refund to Lending USA.
   
6. Enter the transaction name (for example, "Lending USA Refund") in the Memo box.
   
7. Search for and select the appropriate lender in the Paid to box.
   
8. Click the Action dropdown menu and select Schedule Transaction.
   
9. Click Save at the bottom of the page.
10. The transaction will be scheduled and displayed as shown in the following image.
    

Section 3: 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.

Assistance

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