Statuses

A fundamental part of Credit Control is the need to flag certain invoices as being 'Under Query', 'In litigation', etc. This is done by assigning to each Client a Credit Status.

InCredit Control, Clients can be categorised according to Credit Status, and individual transactions can then be further categorised according to Credit Control Transaction Status.

You Star consultant can help to define business rules that will ensure that Credit Status data is meaningful, that it populates User-defined Forms appropriately, and that the attention of Credit Controllers is drawn to exceptions.

Business rules must take account of any legislation that governs both what client data can be stored, and clients' rights to access such information.

Credit Statuses

To add Credit Statuses:

  1. Select Setup / Statuses / Credit Statuses to view the Credit Statuses window.

  2. Click Add to add each new Status.

Credit Control Transaction Statuses

To add Credit Control Transaction Statuses:

  1. Select Setup / Statuses / Credit Control Transaction Statuses to view the Credit Control Statuses window.

  2. Click Add to add each new Transaction Status.

    The Credit Control Status of each Client's transactions can now be set by Credit Controllers in Credit Control.