Overview

This section explains how to set up the Preferred CSP (Collection Service Provider) for clients within SureSystems' Payback Information. Selecting the correct Preferred CSP is critical to ensure seamless and accurate processing of loan repayments. It's imperative that your client's payback information is correctly configured before creating any contracts with associated payback instructions.

Configuring Client Payback Information

1. Navigate to Client Administration.

2. Search for the specific client you need to configure.

3. Highlight the client from the search results.

4. Access the Payback Information tab.

5. Complete the Payback Information for the client, mirroring the setup process for employers.

Selecting the Correct Preferred CSP

Within the Payback Information, under the Preferred CSP field, you must choose the appropriate option for the client's repayment method. The available options include:

• DebiCheck: For transactions requiring a debit order mandate confirmed by the client.

• MCT (Mandate Capture Type): For specific types of mandate-driven collections.

• TMCT (Traditional Mandate Capture Type): For traditional mandate-based collection methods.

Remember: Accurate setup of the Preferred CSP and all other payback information is essential to prevent errors when generating new loan contracts and their associated payback instructions.