Tracking Cleared and Reversed Payments in the Client Dashboard

This article describes updates to the Settled Debts table that separate cleared and reversed payment counts within the FORTH system. It was developed for client success agents and debt relief service providers who need clear visibility into cleared versus reversed settlement payments within the FORTH CRM.

The article is organized into the following sections:

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

Overview

Tracking settled debt payments requires clear visibility into transaction statuses. Previously, cleared and reversed payments were combined into a single count, requiring navigation to separate screens to determine payment status. The Settled Debts table now displays cleared payments and reversed settlement payments in distinct columns. This update delivers full payment transparency, saves lookup time, and eliminates status confusion when communicating with consumers.

Prerequisites

Standard user access to the FORTH CRM with permission to view and customize the Settled Debts table.

How to Access

1. Log in to the FORTH CRM.
2. Click the Contacts tab and select an enrolled contact.
   
3. Click the Debts nested tab in the Client Dashboard.
4. Locate the Settled Debts table at the bottom of the page.

How it Works

The Settled Debts table uses two distinct columns to track payment progress (see red arrows in the image below):

1. Review the Summary column on the Settled Debts table. This column displays only cleared settlement payments relative to total scheduled payments (for example, 0 of 3).
2. Review the Payments Reversed column to track reversed settlement payments relative to total scheduled payments (for example, 1/5). If no reversals exist, the value displays as 0/5.

If you do not see the Payments Reversed column:

1. Click the Customize tab on the Settled Debts table.
2. Locate and then select the Payments Reversed from the available fields list.
3. Select the checkbox for Payments Reversed.
4. Click Save to update the table layout.

Troubleshooting / FAQ

Why would the Payments Reversed column show 0/5?

If a debt record contains no reversed payments, the system displays 0 relative to the total scheduled payments.

Why is the Payments Reversed column missing from my table?

Customized views do not automatically display new columns. Click Customize on the Settled Debts tab, select Payments Reversed from the field options, and save your view.

Does this update apply to historical transactions?

Yes. The system automatically updates historical records to display cleared and reversed payment counts accurately.

Assistance

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