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Showing articles from payments tag

Payments+ How to increase loan amount after boarding payment account

The steps below will show you how to increase the loan amount on a previously boarded a payment account and disburse the additional funds. The new amount added will then be available to disburse in the Payments > Transactions menu. If there is a transaction posted before the effective date you want to disburse additio…

Assess Late Fees in Bulk

You can assess late fees in bulk in** Payments** > **Settings** > **General**. There are two options: 1.**Nightly Late Fee Check** checkbox 2.**+Add Late Fees** button ![][1] IF you check the **Nightly Late Fee Check** checkbox, the system will automatically apply late fees on a nightly basis across your whole por…

How to Waive or Reduce Fees: Late, NSF, and Other

If you have a payment account that has an outstanding fee balance and you would like to reduce or waive the fee, please go to the **Payments > Transactions **menu. 1) Click** Add+ **button. 2) Select the **Fee **Transaction Type you want to reduce or waive ( Late, NSF, OR Other). ![][1] 3) You will see the** Curre…

Payments+ Actions Menu > History menu

When processing actions in bulk within Payments+, you will be able to view a history of bulk actions performed. This history record shows what user initiated the action, when the action was performed, and the results of the processed bulk action. This is a great auditing tool if you need to research an issue or if you…

Release Notes - 2023-02-01

**![][1]** **February 1st, 2023** **Announcements** # **Ventures+** * * * # # *****MUST READ***** **_New Enhancement _** **EXPANDED JOB TRACKING CAPABILITY** We are excited to announce we have added new functionality for Job Tracking. This enhancement includes the ability to allow Lenders to track job numbers…

Using the Tracking > Disbursements menu with Payments+

Before using the Tracking menu > Disbursements with Payments+, please review the KB article **Using the Tracking menu > Disbursements **to learn how the Disbursements menu works. This article will show users that have Payments+ (non504 payment processing add-on module) how to: - Link funds already disbursed in the pa…

Payments: What to Expect after you Board your Loan

This video will show you what you can expect to see in your Payments loan menu after you have boarded a loan:

Setting up your Emailed Billing Statements

1) To set up your Email Billing Statements settings, go to the **Main Menu Payments Tab > Settings > General Menu.** ![][1] 2) Go to the Billing Statement Email section. 3) Enter the Subject and the Body you want to have appear when Borrower's receive their Billing Statement by email. NOTE: _**BOTH**_ **Subject an…

Payments+ Permission Settings

This article is to show which fields within **Administration** >** User Access** > **Permissions** are associated with Payments+, and what actions and areas the fields will effect. ***** IMPORTANT - All users will have access to see and edit the Payments tab within a loan and the main menu Payments tab once the loan …

Payments+ custom report tips

The following are some tips and tricks to help you create custom Payments+ reports! 1) You have two options when creating your own custom report: * Click **+ Add** to create a brand new report with zero parameters, fields, and filters pre-populated **OR** * Click on the double page icon next an existing System o…

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