In Settings > Settlement profiles, click Create new settlement profile, fill in the profile settings and terms, choose the messages for each moment and click Save.
How to do it
- Go to Settings > Settlement profiles and click Create new settlement profile at the bottom.
- Fill in the Profile settings: Profile name, Respite days, Book extra payment on, Allowed settlement start date and the actions on a failed term. See Settlement profile: fields and options for all options.
- Fill in the Terms: minimum and maximum amount of terms, minimum term amount, Term frequency and Term duration.
- Set up the communication for each moment. Expand the moment (First term, In between terms, Last term, Reminder before due date, Direct debit announcement, After full repayment), click Add channel and choose Email, SMS, Letter, Automatic direct debit via Twikey or Automatic direct debit via POM. Then choose the template. In between terms is required.
- Drag channels by the handle to set the order. Click the bin icon to remove a channel.
- Click Save.
Good to know
- Faster: duplicate an existing profile and change it. See Duplicating a profile, making it the default or deactivating it.
- Permission: Manage settlement profiles (Configuration Manager, Application Manager).