Client Notices

Please click on the image below to access the Client Notices Training Guide.

• Related Articles

• Client Payment Import

  This article is part of the Imports section. Find all related articles here: Imports The Client Payment Import tool in CPL allows you to upload a file from your bank or provider, so CPL can record payments against the relevant client accounts. ...

• Credit Control and Client Statuses

  Please click on the image below to access the Credit Control and Client Statuses Training Guide.

• 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

• Blink - Card Payments

  This article is part of the Client Payments section. Find all related articles here: Client Payments The Blink integration allows you to accept card payments from clients either through the Web Portal or directly in CPL. Card Payments in the Web ...

• Client Web Portal

  You will find links below to Training Guides related to the CPL Client Web Portal. Client Web Portal Training Guides and Helpsheets Authorising New Web User Accounts Helpsheet - Client Portal Tab Options v1.1 Working with Client Portal Documents ...