Overview

This section details how to configure client-specific settings in SureSystems, including their Payback Information and Banking Details. Accurate setup in these areas is crucial for managing loan repayments and financial transactions.

1. Payback Information

This section allows you to define how a client's loan repayments will be processed.

To access a client's payback information:

1. Navigate to Client Administration.

2. Search for the existing client you wish to modify.

3. Highlight the client from the search results.

4. Click on Edit Client.

5. Go to the Payback Information Page.

Complete the Payback Information of the client similar to that of the employer. This includes selecting the Payback Type (e.g., DebiCheck, MCT, TMCT), Preferred CSP, Preferred CSP Setup, and Tracking days.

Note: When you select MCT (Mandate Capture Type) as the Payback Type, the "Receipt the amount on Tracking days" field will automatically display the relevant tracking period.

2. Banking Details

This section is where you enter and manage a client's banking information, essential for direct debit or credit transactions.

To access a client's banking details:

1. Navigate to Client Administration.

2. Search for the existing client you wish to modify.

3. Highlight the client from the search results.

4. Click on Edit Client.

5. Go to the Banking Information Page.

The Bank Detail of the account must be completed on the Client. This includes:

• Bank Card BIN: Enter the first six digits of the bank card number.

• Bank Card Sequence: Enter the last four digits of the bank card number.