Converting Settlements to Direct Pay

This article addresses existing settlements that need to be converted to Direct Pay. This includes recently created new settlements set up as a different payment method or settlement payments that are appended to an existing settlement program. In either case, the process of converting a settlement payment is the same.

This article is organized into two sections:

• Navigating to the Adjust Payments Page
• Adjusting Settlements for Direct Pay

Navigating to the Adjust Payments Page

1. From the Client Dashboard, click Enrollment from within the Navigation Bar. (see image below)

Also, you can locate the contact in the Enrollments tab, and click the green arrow.

2. Click Adjust Payments.

Adjusting Settlements for Direct Pay

Navigate to the tab titled, "Settlement Payments" (third tab shown on the page).

1. Click the box after "Payment Method" and then select Direct Pay from the dropdown list. 
   
2. Next, select the direct payee you wish to pay from the "Direct Payee" dropdown menu.
3. Click the checkbox next to "Creditor Ref #" and provide that number in the Creditor Ref # field.
4. Add any additional information you need in the "Memo for Creditor" field and click to activate its checkbox.
5. Click the checkbox next to "Your Ref #" and provide that number (not the creditor reference number) in the the "Your Ref #" field.
6. If you intend to cancel the transactions, click the checkbox next to "Cancel".
7. When done, click the "Save Changes" button in the Nav Bar at the top of the page to save your changes.

To view a video of this process, click here: https://drive.google.com/file/d/18AhN1q5K5Byj2THJdwIf8BaTNZHglzyB/view

The portion for adjusting settlements for direct pay starts around the two-minute mark. Contact us at support@setforth.com if you have any questions about this process.

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