Credit Control

Prerequisites

Prior to working within the Credit Control menu be sure to do the following

1. In System Settings -> Security -> User Security assign the appropriate User type in Accounts Receivable User Settings. See Options in A/R / Credit Control Section

2. Assign Controllers to Client accounts. See Credit Control Assignments

3. Setup Defaults and Forms for Collection Letters. See Collection Letters

Navigation in this section

The sub-pages in this section are meant to mirror the Credit Control menu in the A/R and Credit Control Module. Select desired sub-section to see the details.