Assigning a Credit Controller

If no Credit Controller is assigned to a Client, then the row representing that Client in the Clients with Outstanding Fees grid is highlighted in red-orange, and the Credit Controller field on that row displays MISSING.

The Login Warnings dialog will have flagged the number of current Clients without a Credit Controller when you logged in to the module.

To assign a Credit Controller to an individual Client:

• Right-click the Client row, and select Change Credit Controller.

  This displays the Staff Selector.