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To access your Company Profile, please log in to ScoreCEO, Or Click here
Once you are logged in There are two ways to access the Payment Configuration, if you still have pending configuration when you first log in it will take you to the Quick Wizard and it will be the third step of "Payment Configuration"
If you have set up all your configurations, it will not direct you to Quick Configuration Wizard, it will take you to the Dashboard and from here you will click the configuration button at the top right corner and select Configuration. Then select "Payment Settings"
The right side menu Select "Payment Model Plans"
Click "Create New" to start building your payment plan.
Fill in each field. Let's cover each field.
(If you do not understand what each area is for, hoover your mouse over the question mark for more details)
Plan Name: Enter in the name of the plan you are creating
Consultation/Audit Fee: Enter Your one-time consultation or audit fee.
First Work/Deletion Fee: Enter your first work/deletion fee, this will be charged once the first deletion or repaired item is completed.
Recurring charge: Enter the monthly fee.
Demographic Data: Enter the rate you charge if demographic information is deleted or repaired.
(Demographic data would be ex, name, address, employers, etc)
Foreclosures/Short Sales: Enter the rate you charge if foreclosure or short sale were to be deleted or repaired.
Public Records: Enter the rate you charge if public records were to be deleted or repaired.
(ex judgement, bankruptcy and tax liens)
Chargeoff/Collection: Enter the rate you charge if chargeoff and or collections accounts were to be deleted or repaired.
Billing Cycle: Enter the billing cycle, this will determine how long this service is for. For example 6 months you would enter 6, 12 months you would enter 12.
Hard Inquires: Enter the rate you charge if inquires were to be deleted or repaired.
Current Delinquencies: Enter the rate you charge if delinquencies were to be deleted or repaired.
In-Dispute Status: Enter the rate you charge if in-dispute status were to be deleted or repaired.
*In-dispute Status refers to disputes that have any verbiage that status the account was diputed by the consumer*
Billing Cycle Type: This is let you know that this plan is going to be charged monthly, there is no customization needed in this area.
Days Prior Authorization: Enter the number of days before monthly fee, the pre-authorization will automatically happen when the consumer uses a credit card. Credit Card pre-authorization allows a credit repair company to block funds on a customer's credit card. This is done to ensure that the customer funds will be available to the CRO upon completion of the services rendered.
Send Invoice Prior Days: Enter here the number of days prior you would like the invoice to be sent prior to its due date.
Max Transaction Retries: Enter the number of maximum times to you would like the system to reattempt to process a transaction if the initial transaction fails.
Days B/W Retries: Enter the number of days to wait in between each retry attempts.
After you have completed this step. The following step would be Processing Types.
*Processing type will help you identify what service is included in this plan. *
By selecting the check box you are identifying what is included in that plan, If the plan consists of credit bureau letters, you would select the first option "Max. number of CRA Letters* Next to it you would provide how many letters are included in that plan. This would apply the same for each processing type.
Once you have completed click "Save" to save your Hybrid Plan.
