Forth, Inc

Forth Pay

This section contains any user guides specific to the Forth Credit feature.

User Guides

The Bulk APIs section makes handling large volumes of data faster and easier. Instead of processing records one by one, you can batch update or upload multiple entries in a single request—saving time and improving efficiency. Whether you&apos;re managing massive datasets or streamlining workflows, this functionality is built to optimize performance and keep operations running smoothly.

Bulk APIs

The Compliance section is here to help you stay on top of regulatory requirements with ease. Instead of navigating complex compliance rules on your own, this section gives you the tools and guidance to keep your projects aligned with industry standards. Whether it’s data security, financial regulations, or governance, it’s designed to make compliance feel less overwhelming, so you can focus on building with confidence.

Compliance

The Core Objects section is the backbone of customer management, handling everything from interactions and accounts to financial agreements. Whether you&apos;re managing contacts, companies, debts, documents, enrollments, loans, or settlement offers, this section keeps everything organized and accessible. It ensures smooth communication and tracking, helping you maintain clarity and efficiency in client-related activities.<div class="slate-hr"><hr contenteditable="false" class="slate-HrElement-hr"/></div>

Core Objects

The Lookups section is designed to make searching and managing predefined data effortless. Instead of manually keeping track of things like templates, hold reasons, types, subtypes, and statuses, this tool provides a structured way to retrieve and organize key reference information. Whether you need to pull status updates or filter through categories, everything is accessible exactly when you need it, keeping operations smooth and efficient.

Lookups

The Processing section keeps draft management and fee handling organized and hassle-free. Users can create, update, retrieve, or delete drafts, with the flexibility to activate, deactivate, or cancel them as needed. It also provides easy access to ACH credit fee information, enabling users to view and modify fees without having to dig through complicated records. Everything is designed to keep workflows efficient and structured.

Processing

The Reporting section offers users powerful insights into their transactions, clients, holds, debts, and settlements. With access to detailed reports and analytics, users can track performance, analyze trends, and make informed decisions to optimize their business operations. This functionality provides a clear and structured view of financial data, ensuring efficient management and strategic planning.

Reporting

Clixsign

This section contains a user guide specific to the Clixsign feature. Clixsign is Forth&apos;s proprietary electronic document signing platform. To enable this platform, please contact <a href="mailto:Support@setforth.com" target="_self">Support@setforth.com</a>.

This endpoint allows you to initiate the sending of a Clixsign document to a specified client. By providing the necessary documents and signer details, you can trigger the document delivery process efficiently.

Create Signing Request

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Forth Pay API

Api-Key

Production

Sandbox

Activate Debit

Activate Fee

Activate Refund

Activate Settlement Payment

Add Bank Account

Add Comment

All Settlement Decisions by Date

Attach Settlement Letter

Bank Accounts

Cancel Enrollment

Cancel Unprocessed Debit

Cancel Unprocessed Fee

Cancel Unprocessed Refund

Cancel Unprocessed Settlement Payment

Client Balance Reports

Client Report

Clients on Gateway Hold

Request a Signature

Companies

Clients

Create ACH Credit Fee

Create Co-Applicant

Create Company

Create Client

Create Debit

Create Debt

Create Forth Pay Creditor

Create Forth Pay Portal User Account

Create ForthPay Creditor Address

Create Multiple Drafts / Debits

Create Performance Fee

Create Refund

Create Settlement

Create Settlement Payment

Creditors

Deactivate Debit

Deactivate Fee

Deactivate Refund

Deactivate Settlement Payment

Debits

Debts

Decisions

Delete Unprocessed Debit

Documents

Enroll Client

Enrolled Clients

Enrollment

Fees

Forth Pay API Workflow Guide

Forth Pay Quick Start Guide

Generate Account Closure Form

Generate Bank Change Document

Generate CAA Document

Generate Document Based on Lookup Key

Generate One Time Debit Document

Generate Risk Returns Form

Request Hold Release

Get Bank Account

Get All Companies

Payees

Get Payee

Update Payee

Get All Documents

Get Document

Upload Document

Graduate Enrollment

Pause Enrollment

Re-Enroll Client

Resume Enrollment

Get Client

Portal

Send Password Reset Email

Update Co-Applicant

Update Client

Get All Creditors

Get Creditor

Get Debt

Update Debt

Settlement Offers

Get Settlement

Update Settlement

Void Settlement

Virtual Bank Accounts (VBA)

Get All VBAs

Get VBA

Get VBA Activity

Update VBA Reserve Amount

VBA to Client Funds Transfer

VBA to VBA Funds Transfer

Get Cancellation Reasons

Get Compensation Templates

Get Decision Statuses

Get Document Templates

Get Document Types

Get Forth Fee Amounts

Get Freeze Map

Get Hold Reasons

Get Settlement Offer Statuses

Get Transaction Statuses

Get Transaction Subtypes

Get Transaction Types

Get Check Image

Get Settlement Decision

Mark  as Paid

Mark as Returned

Transactions

Get Debit

Update Debit

Get Fee

Update Fee

Refunds

Get Refund

Update Refund

Settlement Payments

Get Settlement Payment

Update Settlement Payment

Outstanding Debts

Settlements

Shipped Check Payments

The Documents section makes it easy to handle all things related to files and records. Whether you need to create, retrieve, or manage documents, this section helps keep everything organized and accessible within your application. Instead of juggling multiple systems, you get a centralized hub where document management feels seamless, saving you time and effort.

If a client has a hold that needs to be lifted, this endpoint lets you request its removal from a program or obligation. Since some holds might need approval or have specific conditions, the system ensures everything is handled properly before finalizing the release. It’s a straightforward way to keep things moving while following the necessary steps.

The Generate CAA Document section makes it simple to create a Custodial Account Application (CAA) Document, helping you set up custodial accounts without the hassle. Instead of manually putting together paperwork, this functionality streamlines the process, ensuring you have all the essential details for account setup and management in one place.

If a client needs to update their bank information, this endpoint makes it easy to generate a Bank Change Document with all the necessary details. Instead of manually gathering account numbers and routing info, you can quickly create the required documentation to ensure a smooth transition. It’s a simple way to keep account updates organized and hassle-free.

If a client needs to authorize a one-time debit transaction, this endpoint makes it easy to generate the necessary document with all the details in one place. Instead of manually handling payment approvals, you can quickly create a structured document that ensures the transaction is processed securely and efficiently on the designated date. It’s a simple way to keep payments organized and hassle-free.

If a client needs to close an account, this endpoint helps by generating a closure form with all the necessary details in one place. Instead of manually gathering client info, bank details, and contact information, you can quickly create a structured document to make the process smooth and hassle-free. It ensures everything is properly recorded, so the closure is handled efficiently and securely.

If you need to generate a Risk Returns Form, this endpoint makes it easy by pulling together all the necessary details—like document specifics, personal information, and banking details—without requiring manual input. It helps streamline payment authorization for risk assessment, ensuring everything is processed quickly and efficiently. A simple way to keep things organized and hassle-free.

If you need to generate documents on the fly, this feature makes it easy by using a predefined Lookup Key to pull together the right details. Instead of manually building each document, you can quickly retrieve customized versions tailored to specific needs, making workflows smoother and more efficient.

The Documents section makes it easy to handle all things related to files and records. Whether you need to create, retrieve, or manage documents, this section helps keep everything organized and accessible within your application. Instead of juggling multiple systems, you get a centralized hub where document management feels seamless, saving you time and effort.

The Documents section makes it easy to handle all things related to files and records. Whether you need to create, retrieve, or manage documents, this section helps keep everything organized and accessible within your application. Instead of juggling multiple systems, you get a centralized hub where document management feels seamless, saving you time and effort.

Sections

Documents

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Endpoints

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