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

This endpoint retrieves a report of transactions based on user-defined search criteria, ensuring efficient data filtering. The request body likely includes parameters such as date ranges, transaction types, and other filtering options, allowing users to narrow results to relevant records. The response will likely return structured data, such as JSON or CSV, for easy processing and analysis.Make sure to include the leading / in the API code for correct implementation.

This endpoint retrieves a report of shipped check payments, allowing users to filter transactions based on specific search criteria. The request body might include parameters such as date ranges or other relevant filters, ensuring users can access precise and structured data. The response will return the generated report, likely in formats like JSON or CSV, for easy processing and analysis. Don&apos;t forget to include the leading / in the API code for proper implementation.

This endpoint retrieves a report of enrolled clients, allowing users to filter results based on specific parameters such as date range or other criteria. The response will return structured enrollment data, making tracking and analysis smooth and efficient.

This endpoint generates a report of client data, allowing users to filter results using parameters like client segments or other criteria. The response will provide structured client information, making it easy to analyze and manage.

This endpoint retrieves a report of clients currently on a Forth gateway hold, giving users a clear view of items or processes that are temporarily paused. The request body may include filters such as hold reason or date, ensuring precise and relevant results. The response will provide structured hold data, making tracking and management effortless.

This endpoint retrieves a balance report for each client, providing insights into overall balances and balances by account type, as defined by the API. The response delivers structured financial data, making tracking and management clear and efficient.

This endpoint retrieves a settlements report, giving users a clear view of completed settlements within the system. The request body may include filters like date range or other relevant criteria, allowing users to refine their search. The response delivers structured settlement data, making analysis and tracking straightforward.

This endpoint retrieves settlement decisions created on a specific date, giving you a clear snapshot of what was recorded. Just make sure to provide the date in a format the API recognizes (e.g., YYYY-MM-DD) so everything runs smoothly.

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.

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.

Sections

Reporting

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Endpoints

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