Changing Credit Control Status when running Client Notices

This article is part of the Credit Control & Client Statuses section.

Find all related articles here:

Credit Control & Client Statuses

 You can change a credit control status in 2 different ways when you run your Reminders in the Client Notices screen.

1. Individually

Highlight a client in the grid on the Client Notices screen.

Click Update Status. 

This will bring up the Change Credit Control Status screen for that client.

2. In Bulk

Select the status you wish to place the clients on from the dropdown labelled On Accept, Change Credit Control Statuses. Then, when you click Accept Notices, the status of those clients will change to the status you have selected.

There is a System Setting called "Stop Client Notice Batch With No CC Status" which controls whether changing the status when you accept a client notice batch is mandatory.

Please contact CPL Support to configure this.

For more information on the Reminders process, see the Client Notices section.

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