4.12.1 Create a Settlement Offer

This topic provides the systematic instructions to Create a Settlement Offer.

User can create a settlement offer by specifying details, such as expiry date, settlement type, settlement amount and term.

To create a Settlement Offer:

1. Navigate to the Case Summary page.
2. In the Account widget, select the required account from the account list.
3. In the Settlement widget, click
   The Settlement Offer section is displayed. If no active settlement offer exist on the account, then + Icon will be enabled.
4. Click + Icon. A new blank row will get added in the settlement offer table.
5. In the Expiry Date field, enter the expiry date of the offer .
6. From the Settlement Type list, select the type of settlement offer.
7. In the Settlement Amount field, enter the settlement amount offered to the customer.
8. In the Term(days) field, enter the time period(days) within which the settlement amount is required to be paid.
9. Click Save.