Help by area
Credit Control user guide (PDF)
Download a copy of this help center in pdf format.
Access Credit Control
How to access the module.
Toolbar
nformation 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.