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Credit control

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Credit Control user guide (PDF)

Download a copy of this help center in pdf format.

Release notes

View the latest enhancements and bug fixes.

Access Credit Control

How to access the module.

Toolbar

Information about the toolbar and available options.

Client list

Understanding and using the client list.

Ticklers

What are ticklers and how to use them.

Transaction tasks

Transaction statuses, escalation and credit controllers.

Select staff

How to manage and select staff.

Mail merge

Merge list and mail merge wizard.