Client Notices in the Credit Control tab

Client Notices in the Credit Control tab

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This article is part of the Client Notices section.
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Viewing Client Notices in the Credit Control tab


Once you have accepted and sent out a Client Notices batch, you can navigate to the Credit Control tab on the individual client account to view it.

The Credit Control tab shows a full history of all Client Notices sent to that client, along with any changes to the Credit Control Status.


A Client Notice will appear on the grid as a Narrative entry, with the reminder stage and batch number in the Description. If you have a disputed amount on a client, you will also see that this has been excluded in the Description of the reminder entry e.g. "(exclude disputes of £100)"

You will see a second entry on the grid for the credit control status change, if applied. The Description will indicate it was added as part of the Client Notices process e.g. "Add via 2 generation" (added via Stage 2 Reminder generation).

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If you resolve the status, it will not reset the Client Notices workflow. You need to issue a new invoice to reset the arrears process.

Viewing an individual reminder


To view the actual document that was issued to the client:
  1. Highlight the relevant Narrative entry for your reminder (not the entry for the status change).

  2. Click the View Reminder button.

  3. You can print a copy from here using the printer icon in the top toolbar.

If you send or re-send the notices via Mail Merge, they will also appear in the Letters Documents tab on the client account.


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For more information on the Credit Control tab, see this article.

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