Under Agreements > Settlements you see all settlements of your client, with the number and the amounts for each status.
Layout
| Part | Contents |
|---|---|
| Status tiles | All, Active, Unfulfilled, Done; each with a number, Total and Outstanding. Click a tile to filter. |
| Table | Subject (with a filter; below it the settlement profile, for example "default"), Customer (link to the customer page), Total, Outstanding. |
| Pagination | Previous, page numbers, Next, "1 - 15 of 52". |
| Export | See Exporting settlements. |
| ā¦ per row | Edit settlement, Cancel settlement. See Editing or cancelling a settlement. |
Statuses
| Status | Meaning |
|---|---|
| Active | The settlement is running. Terms are sent and paid. |
| Unfulfilled | One or more terms were not paid (on time). |
| Done | All terms have been paid. |
Good to know
- A settlement always belongs to a collection order. Click the row to open the collection order panel with the Settlement section. See Viewing a settlement.
- You set up how a settlement works (terms, respite days, actions on a failed term) with a settlement profile. See Settlement profiles explained.
- A settlement is created in two ways: the customer requests it in MyCase, or a colleague creates it in the portal and chooses the settlement profile.