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…
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…
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…
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 …
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 (non 504 payment processing add-on module) how to: - Link funds already disbursed in the pa…
**![][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…
This video will show you what you can expect to see in your Payments loan menu after you have boarded a loan:
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 i…
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…
The following are some tips and tricks to help you create custom Payment 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 or …