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Credit setup

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Introduction

Intro to setup and information on replace terms.

License check

How to check your license for Star Practice Management and this module.

Privileges

How to assign privileges to your staff.

Statuses

How to assign a status to a client and categorise clients by status.

Transaction note types

How to add a new transactional note type.

Tickler types

Hpw to create a dedicated tickler type for credit control.

Action types

How to create a dedicated action type for credit control.