Last updated 19 October 2022

Toolbar

	Filter	Click the button to display the Credit Control Advanced Filter. Click the drop-down arrow to display a menu with two choices: Advanced Filter, which displays the Credit Control Advanced Filter, or Ad hoc Filter, which displays the Client Select window.
	Search	Displays the Invoice Search dialogue, which is used to locate a specific invoice within the current Client List.
	Preferences	Displays the Preferences window.
	Mail Merge	Only active if there are items in the Merge List. Click the main button to display the Mail Merge wizard. Click the drop-down arrow to access the Clear Mail Merge menu option, which clears the Merge List.
	Refresh	Refreshes/re-loads Client data. While the refresh is implemented a progress indicator is displayed with the message "Please wait, loading data..."
	Export	Displays a standard file explorer, enabling the current view of AR to be saved to Excel. For details, see Export to Excel.
	Accounts Receivable	Presents a drop-down menu of Accounts Receivable functionality. As core Star PDM functionality, Accounts Receivable is beyond the scope of this document.
	Reports	Presents a drop-down menu of Reports functionality. As core Star PDM functionality, Reporting is beyond the scope of this document.
	Exit	Logs you out of Credit Control.