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  1. Forth
  2. Enrollment and Settlements

Enrollment and Settlements

Manage client onboarding, enrollment workflows, payment schedules, and settlement processing.

Enrollments A-L

  • Adjusting Enrollment Settings
  • Configuring Fee Profiles
  • Enrolling a Contact
  • Graduating and Un-Graduating Clients
  • How to Cancel and Re-Enroll Client Programs
  • How to Reset a Client
See all 9 articles

Enrollments M-Z

  • Rebalancing Fees
  • Creating and Saving Transaction Memos
  • How to Perform a Mass Processor Change

Settlements (Payments)

  • How to Change a Client's Payment Frequency
  • Searching for a Transaction
  • ACH Return Codes and Rate Compliance Reference
  • Add a Payment
  • Authorizing ACH Client Debit Transactions
  • Canceling CFT Transactions
See all 33 articles
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