Enrollment and Settlements

Getting Started

• Managing and Using Enrollment Return Reasons
• Enrollment Plan Overview
• Enrollment Settings

Enrollments A-L

• Configuring Fee Profiles
• Enrolling a Contact
• How to Use the Client Balance Forecaster
• Using Debt Fee Percentage

Enrollments M-Z

• Rebalancing Fees
• Creating and Saving Transaction Memos

Settlements

• Managing and Adjusting Payment Frequencies
• Canceling CFT Transactions
• Handling Large ACH Debits
• How to Adjust Settlements
• How to Set Up a Settlement Offer
• How to Use Auto-Generated Check Numbers

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