Navigation:  Loans > Loan Screens > Account Information Screen Group >

Payment Information Screen

Navigation:  Loans > Loan Screens > Account Information Screen Group >

Payment Information Screen

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The Payment Information screen is a great screen to view payment information for an account, as shown below:

 

Click to expand.

Loans > Account Information > Payment Information Screen
(click to expand)

 

Functionality

 

You can use this screen to:

 

Change the loan frequency for interest-bearing accounts (payment method 6).

View and update ACH payments.

View and update card payments.

 

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Note: You can also change the frequency of a signature loan (payment method 16), but it must be done on the Loans > Account Information > Signature Loan Details screen.

 

Field Descriptions

 

This screen has three main tabs:

 

Loan Information

ACH Payments

Card Payments

 

These next tabs are optional tabs. Most of these tabs are being phased out, but we continue to provide help for them, as follows:

 

Recurring Information (FPRA)

One Time ACH (FPAS)

ACH Accounts (FPEA)

FPAU

Invalid Accounts

 


See also:

EZPay

Marketing and Collections

 

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Record Identification: The fields on this screen are stored in the FPLN and FPRA records (Loan Master, Recurring Loan ACH Information). You can run reports for these records through GOLDMiner or GOLDWriter. See FPLN and FPRA in the Mnemonic Dictionary for a list of all available fields in these records. Also see field descriptions in this help for mnemonics to include in reports.

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