This is the reference of all fields in a settlement profile, with the options from the portal.
Profile settings
| Field | Options or meaning |
|---|---|
| Profile name * | The name you see on settlements. |
| Respite days | Number of days after the due date of a term in which a payment still counts as on time. |
| Book extra payment on * | First available term or Last term: where an extra payment is booked. |
| Allowed settlement start date * | Today, Between today and due date plus respite days or Between today and an offset from today. |
| Amount of days after today for the start date of the first term | Only with "Between today and an offset from today". |
| Action on failed term (with payment) * | For a term that was partly paid. Fallback to recovery flow, Fallback to flow of choice, Create task, pause collection order, Resume at original step, Resume at current step. |
| Action on failed term (without payment) * | The same options, for a term on which nothing was paid. |
Terms
| Field | Options or meaning |
|---|---|
| Minimum amount of terms | |
| Maximum amount of terms | |
| Minimum term amount | "Minimum amount for each term." |
| Term frequency * | "The time between the send dates of each term." Week, 4 weeks or Month. |
| Term duration * | "Determines how the due date of each term is calculated." Equal to frequency or Fixed number of days. |
Communication for each moment
| Moment | When |
|---|---|
| First term | Message for the first term. |
| In between terms * | Message for each term in between (required). |
| Last term | Message for the last term. |
| Reminder before due date | Reminder before the due date of a term. |
| Direct debit announcement | Announcement of an automatic direct debit. |
| After full repayment | Message when everything is paid. |
For each moment: Add channel with Email, SMS, Letter, Automatic direct debit via Twikey, Automatic direct debit via POM, and a template for each channel.
Good to know
- "Create task, pause collection order" creates the task Failed payment plan. See Task types.
- If you choose "Fallback to recovery flow", an extra field appears where you choose the recovery flow. When a term fails, the collection order moves to that flow.