--- title: "Project Settings: LMS & Call Logic: Buyer Settings" description: The Buyer Settings tab allows you to configure the general buyer registration settings, prepaid auto charge settings, and Lead Deals Settings. --- [Skip to content](https://support.phonexa.com/project-settings-lms-call-logic-buyer-settings#main-content) [![phonexa\_logo-white](https://support.phonexa.com/hubfs/phonexa_logo-white.svg)](https://support.phonexa.com/?hsLang=en) Open main navigation Close main navigation - [➜\]](https://phonexa.com/) [➜\]](https://phonexa.com/?hsLang=en) Phonexa Support Center - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://support.phonexa.com/?hsLang=en) 2. [General information](https://support.phonexa.com/general-information?hsLang=en) 3. [Project Customization](https://support.phonexa.com/general-information?hsLang=en#project-customization) # Project Settings: LMS & Call Logic: Buyer Settings ## Configure buyer (lender) settings in LMS & Call Logic, including buyer registration, permissions, payment configuration, lead access, and default lead distribution behavior to ensure secure onboarding, operational efficiency, and compliance. The Buyer Settings section allows administrators to configure system-level settings for how buyers (lenders) interact with the LMS and Call Logic components, including buyer registration setup, payment and balance settings, lead access permissions, and more. Best Practices - Enable manual approval for new buyers to maintain quality - Configure buyer default roles and permissions based on operational responsibilities - Limit access to sensitive lead and accounting information where appropriate - Configure default industries and products to streamline buyer onboarding - Review registration form fields periodically to ensure only required information is collected To configure the Buyer settings, go to the **System Management \> General** **\> Project Settings** section. In the **Project Settings** section, select the **LMS & Call Logic** product, then select the **Buyer Settings** tab. The **Buyer settings** tab contains six blocks: - [**Registration Process**](https://support.phonexa.com/project-settings-lms-call-logic-buyer-settings#Registration_Process) - [**Prepaid Auto Charge Settings**](https://support.phonexa.com/project-settings-lms-call-logic-buyer-settings#Prepaid_Auto_Charge_Settings) - [**Payment Settings**](https://support.phonexa.com/project-settings-lms-call-logic-buyer-settings#Payment_Settings) - [**Transaction Management**](https://support.phonexa.com/project-settings-lms-call-logic-buyer-settings#Transaction_Management) - [**Lead Deals Settings**](https://support.phonexa.com/project-settings-lms-call-logic-buyer-settings#Lead_Deals_Settings) - [**Lead Details Settings**](https://support.phonexa.com/project-settings-lms-call-logic-buyer-settings#Lead_Details_Settings) - [**Buyer Tools**](https://support.phonexa.com/project-settings-lms-call-logic-buyer-settings#Buyer_Tools) #### **Registration Process** The **Registration Process** block controls how buyers register and onboard into the platform. It includes settings that allow you to customize the publisher registration process. *Read more about the Global Registration process and Buyer Registration settings in the following Knowledge Base* [article](https://support.phonexa.com/global-registration-page#lms-calllogic-buyer)*.* #### **Prepaid Auto Charge Settings** The **Prepaid Auto Charge Settings** block allows you to set up different prepaid options. Also, you can arrange the balance replenishment notifications. The **Prepaid Auto Charge Settings** block contains the following fields: [![](https://support.phonexa.com/hs-fs/hubfs/BnbpPv5dbz.png?width=670&height=262&name=BnbpPv5dbz.png)](https://support.phonexa.com/hubfs/BnbpPv5dbz.png?hsLang=en) - **Partner Balance Replenishment Notifications**: Select the users from the list to receive the partner balance replenishment notifications. - **Partner Balance Replenishment Notifications Emails**: Enter the emails for the partner balance replenishment notifications to be sent. - **BCC For Partner Balance Replenishment Notifications**: Select the users from the list to receive the BCC for partner balance replenishment notifications. - **BCC For Partner Balance Replenishment Notifications Emails**: Enter the emails for the BCC on partner balance replenishment notifications to be sent. #### **Payment Settings** The Payment Settings block allows you to set up additional payment settings for prepaid Buyers and select the IP addresses from which the system will accept connections. [![](https://support.phonexa.com/hs-fs/hubfs/Xabo9Lv2rp.png?width=670&height=244&name=Xabo9Lv2rp.png)](https://support.phonexa.com/hubfs/Xabo9Lv2rp.png?hsLang=en) The **Payment Settings** block contains the following fields:  - **Minimum Replenishment Amount for Prepaid Buyers:**  Enter the minimum replenishment amount for Buyers using a prepaid payment model. Whenever a Buyer Representative attempts to add funds to the Buyer's [balance](https://support.phonexa.com/my-profile-billing-settings?hsLang=en#balance), this minimum amount will automatically appear in the **"Enter Amount"** field. *Note: This field is required.* - **Amount to Charge Values:** Enter the replenishment amount for prepaid Buyers to be able to select in the **“Amount to Charge”** field on the **Billing Settings** page. *Read more about the Billing Settings in the Knowledge Base* [*article*](https://support.phonexa.com/my-profile-billing-settings?hsLang=en)*.* - **Allowlisted IPs:** Enter the IP addresses from which the system will accept the connections. - **List of Blocked IP Addresses:** The list of IP addresses that are blocked by the system. #### **Transaction Management** The **"Transaction Management"** block allows you to set a certain percentage of transactions from Prepaid Buyer for each payment system. It provides a mechanism for configuring this commission both throughout the system and in the context of individual Buyers.  If a commission is applied, the Buyer or Buyer Representative, when replenishing the balance, should see the commission percentage and how much funds will be credited as a result. [![](https://support.phonexa.com/hs-fs/hubfs/q8x3Jpvpba.png?width=670&height=155&name=q8x3Jpvpba.png)](https://support.phonexa.com/hubfs/q8x3Jpvpba.png?hsLang=en) The **"Transaction Management"**block contains the following fields:  - **Transaction Fee:** Select the corresponding option to enable/disable the transaction fee. - **%, Paypal:** Enter the numeric transaction fee percentage for PayPal. - **%, Credit Card (Stripe):** Enter the numeric transaction fee percentage for Stripe. - **%, Credit Card (Authorize.Net):** Enter the numeric transaction fee percentage for Authorize.Net. #### **Lead Deals Settings** The **Lead Deals Settings** block allows you to set the default and available Products and Industries for the Lead Deals report.  *Note: The* ***Lead Deals Settings*** *block is available only if the* ***Lead Deals*** *feature is active. Read more about how to set up the Lead Deals feature in this Knowledge Base* [*article*](https://support.phonexa.com/lead-deals?hsLang=en)*.* [![](https://support.phonexa.com/hs-fs/hubfs/LDrG35R7rB.png?width=670&height=277&name=LDrG35R7rB.png)](https://support.phonexa.com/hubfs/LDrG35R7rB.png?hsLang=en) The **Lead Deals Settings** block contains the following fields: - **Default Industry for LMS Lead Deals**: Select the default Industry for the LMS Lead Deals *(EDU, Finance, Health, Home Service, Insurance, Legal, Other, Real Estate*). - **Default Product for LMS Lead Deals**: Select the default Product for the LMS Lead Deals from the drop-down list. - **Default Industry for Call Logic Lead Deals**:  Select the default Industry for the Call Logic Lead Deals *(EDU, Finance, Health, Home Service, Insurance, Legal, Other, Real Estate*). - **Default Product for Call Logic Lead Deals**: Select the default Product for the  Call Logic Lead Deals from the drop-down list. - **Available Industries for LMS Lead Deals**: Select the logical operator for the Industries list for the LMS Lead Deals (*All except the listed below, Only listed below*). - **Industries List for LMS Lead Deals**: Select the Industries for the LMS Lead Details from the drop-down list. - **Available Products for LMS Lead Deals**: Select the logical operator for the Products list for the LMS Lead Deals (*All except the listed below, Only listed below*). - **Products List for LMS Lead Deals**: Select the Products for the LMS Lead Deals from the drop-down list. - **Available Industries for Call Logic Lead Deals**: Select the logical operator for the Industries list for the Call Logic Lead Deals (*All except the listed below, Only listed below*). - **Industries List for Call Logic Lead Deals**: Select the Industries for the Call Logic Lead Details from the drop-down list. - **Available Products for Call Logic Lead Deals**: Select the logical operator for the Products list for the Call Logic Lead Deals (*All except the listed below, Only listed below*). - **Products List for Call Logic Lead Deals**: Select the Products for the Call Logic Lead Deals from the drop-down list. Click the “**Save**” button to confirm the changes. #### **Lead Details Settings** The **“Lead Details Settings”** block allows you to manage the display of data in the Buyer Lead Details report. *Note that this setting is applied only for users with the Buyer Representative and Buyer Editor system roles.* [![](https://support.phonexa.com/hs-fs/hubfs/Lnb8Go4GQM.png?width=670&height=88&name=Lnb8Go4GQM.png)](https://support.phonexa.com/hubfs/Lnb8Go4GQM.png?hsLang=en) - **Hide TTL Column at Lead Details:** Switch the toggle to the “ON” position to hide the TTL column display in the Buyer Lead Details Report.   #### **Buyer Tools** The **“Buyer Tools”** block allows you to set up additional tools for Buyers. [![](https://support.phonexa.com/hs-fs/hubfs/Epr73J8GrX.png?width=670&height=145&name=Epr73J8GrX.png)](https://support.phonexa.com/hubfs/Epr73J8GrX.png?hsLang=en) The following settings are available: - **Enable Campaign Templates:** Switch the toggle to the “On” position to enable the Campaign Templates. Templates themselves carry most of a campaign’s configuration (product, type, pricing model, min price, schedule, integrations, filtration rules, caps, notifications, access control, etc.), but are attached to an internal buyer instead of a real buyer. When a Buyer Editor instantiates a campaign from a template via Lead Deals, the system clones the template’s configuration into a new, real campaign tied to the actual buyer. The Campaign Templates simplify the processes in cases when you have multiple buyers with similar requirements for a given product, frequent campaign launches (e.g., rotating offers, seasonal promotions), or complex integrations or compliance settings that must be applied consistently. - **Enable Campaign Tag feature for Buyer Representative:** Switch the toggle to the “On” position to enable the Campaign Tag feature for Buyer Representatives and Buyer Editor. The Campaign Tags feature allows you to assign specific tags to particular Campaigns. It helps to filter the Campaigns list according to the specific tag, and get the detailed data from the reporting system based on the tag filtration, which improves the reports’ usability. - **Lead Return Auto-Approval Settings:** Switch the toggle to the “On” position to enable the option for lead return operation processing without approval from the system owner. By default, when processing the lead return operation by the Buyer, the corresponding return request should be approved by the system owner before processing. This setting enables the option to perform the lead return request by the Buyer without receiving approval. - [General information](https://support.phonexa.com/general-information?hsLang=en#main-content) - [Account Settings](https://support.phonexa.com/general-information?hsLang=en#account-settings) - [Security Settings](https://support.phonexa.com/general-information?hsLang=en#security-settings) - [Users](https://support.phonexa.com/general-information?hsLang=en#users) - [System Customization](https://support.phonexa.com/general-information?hsLang=en#system-customization) - [Project Customization](https://support.phonexa.com/general-information?hsLang=en#project-customization) - [Product Customization](https://support.phonexa.com/general-information?hsLang=en#product-customization) - [System Management](https://support.phonexa.com/general-information?hsLang=en#system-management) - [Support](https://support.phonexa.com/general-information?hsLang=en#support) - [LMS Sync & Call Logic](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#main-content) - [Extra Features](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#extra-features) - [Publisher Configuration](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#publisher-configuration) - [Client Management](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#client-management) - [System Logs](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#system-logs) - [Documents And References](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#documents-and-references) - [Reports and Analytics](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#reports-and-analytics) - [Publisher management](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#publisher-management) - [Call Logic Customization](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#call-logic-customization) - [Campaign Configuration](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#campaign-configuration) - [Feed CMS](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#feed-cms) - [Event Tracking](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#event-tracking) - [iClear](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#iclear) - [E-Delivery](https://support.phonexa.com/e-delivery?hsLang=en#main-content) - [List Management](https://support.phonexa.com/e-delivery?hsLang=en#list-management) - [Email Campaigns](https://support.phonexa.com/e-delivery?hsLang=en#email-campaigns) - [SMS Campaigns](https://support.phonexa.com/e-delivery?hsLang=en#sms-campaigns) - [Reports](https://support.phonexa.com/e-delivery?hsLang=en#reports) - [Suppression Management](https://support.phonexa.com/e-delivery?hsLang=en#suppression-management) - [Books360](https://support.phonexa.com/books360?hsLang=en#main-content) - [Books 360 Integration](https://support.phonexa.com/books360?hsLang=en#books-360-integration) - [Vendor Management](https://support.phonexa.com/books360?hsLang=en#vendor-management) - [Account](https://support.phonexa.com/books360?hsLang=en#account) - [Customer Management](https://support.phonexa.com/books360?hsLang=en#customer-management) - [Opt-Intel](https://support.phonexa.com/opt-intel?hsLang=en#main-content) - [List Management](https://support.phonexa.com/opt-intel?hsLang=en#list-management) - [All Reports](https://support.phonexa.com/opt-intel?hsLang=en#all-reports) - [Mailers](https://support.phonexa.com/opt-intel?hsLang=en#mailers) - [Campaigns](https://support.phonexa.com/opt-intel?hsLang=en#campaigns) - [System Management](https://support.phonexa.com/opt-intel?hsLang=en#system-management) - [HitMetrix](https://support.phonexa.com/hitmetrix?hsLang=en#main-content) - [Analytics](https://support.phonexa.com/hitmetrix?hsLang=en#analytics) - [Heatmaps](https://support.phonexa.com/hitmetrix?hsLang=en#heatmaps) - [System Management](https://support.phonexa.com/hitmetrix?hsLang=en#system-management) - [Lynx](https://support.phonexa.com/lynx?hsLang=en#main-content) - [Offers](https://support.phonexa.com/lynx?hsLang=en#offers) - [LYNX Reports](https://support.phonexa.com/lynx?hsLang=en#lynx-reports) - [Advertisers](https://support.phonexa.com/lynx?hsLang=en#advertisers) - [Affiliates](https://support.phonexa.com/lynx?hsLang=en#affiliates) - [Account Settings](https://support.phonexa.com/lynx?hsLang=en#account-settings) - [Cloud PBX](https://support.phonexa.com/cloud-pbx?hsLang=en) [![Phonexa\_logo\_color](https://support.phonexa.com/hubfs/Phonexa_logo_color.svg "Phonexa_logo_color")](https://phonexa.com/?hsLang=en) Phonexa Knowledge Base Copyright © 2026, Phonexa