Related Articles
Creating Instant Bank Payments
This article is part of the Go Cardless section. You can find all related articles here. To create an instant bank payment for a client, please follow the below steps: Load the client account in question. Select the Direct Debits tab. Select the ...
Go Cardless - Getting Started and Essentials
The integration between CPL and Go Cardless simplifies how you receive payments from your clients by enabling you to accept instant bank transfers and Direct Debit payments into CPL. Introduction The following articles provide guidance on using ...
CPL Release Notes
In the table below you will find links to access copies of CPL's Release Notes from Version 2.55 onwards. Version Release Date Click to View Notes 2.62 2nd October 2024 2.61 May 2024 2.59.12 - 2.59.14 July 2023 2.59.8 - 2.59.11 March 2023 2.59.7 Dec ...
Client Payments
You will find links below to Invoicing Guides and Helpsheets related to client payments in CPL. Client Payments Helpsheet - Receiving Payments - Daily Posting Screen v1.0 Helpsheet - Client Payment Import v1.0 Helpsheet - Payment Reconciliation v1.0
Property Sales
You will find links below to Property Sales or Changes in Ownership Training Guides and Helpsheets in CPL. Property Sales Property Sales in CPL Training Guide v1.0 Helpsheet - Property Sales and Refunding Floats on an Arrears Development v1.0 ...