Overview

This group of merge fields ({^Field Name^}) provides access to various financial data related to client settlements, typically found within the Client Administration > Search for a Client section.

Settlement Merge Fields

• Change: {^Change^}
  • The value of the change currently owed to the client, as shown on the client summary page.
• Client Debtors Amount: {^Client Debtors Amount^}
  • The sum of all transaction amounts for the client as of the {^Selected Debtors Balance Date^}.
• Client Total Outstanding Loan Amount: {^Client Total Outstanding Loan Amount^}
  • The total outstanding amount across all of the client's loans.
• Client Total Settlement Amount: {^Client Total Settlement Amount^}
  • The total settlement amount for all outstanding loans of the client as of the {^Selected Settlement Date^}.
• Date Today: {^Date Today^}
• Date Today Plus 30 Days: {^Date Today Plus 30 Days^}
• Date Today Plus 7 Days: {^Date Today Plus 7 Days^}
• Loan Current Total Amount Received: {^Loan Current Total Amount Received^}
  • The total amount received on the specific loan.
• Loan In Default Interest Amount and Service Fee: {^Loan In Default Interest Amount and Service Fee^}
  • The charges, excluding VAT, on the loan due to arrears or late payments.
• Loan In Default Interest Amount and Total Service Fee: {^Loan In Default Interest Amount and Total Service Fee^}
  • The charges, including VAT, on the loan due to arrears or late payments.
• Loan Transaction Balance: {^Loan Transaction Balance^}
  • The sum of all transaction amounts on the specific loan.
• Non-Loan Debits: {^Non-loan Debits^}
  • The current outstanding debit amounts for the client that are not loan-related, as shown on the client summary page.
• Selected Debtors Balance Date: {^Selected Debtors Balance Date^}
  • The date chosen on the client's certificate of balance letter.
• Selected Settlement Amount: {^Selected Settlement Amount^}
  • The settlement amount for the specific loan as of the {^Selected Settlement Date^}.
• Selected Settlement Date: {^Selected Settlement Date^}
  • The date chosen on the settlement letter.