Client Notices

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

• Related Articles

• 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

• 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 ...

• Credit Control and Client Statuses

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

• Insurance - Receive Documents into Policy and Display in Client Accounts

  Please click on the image below to access the Helpsheet for Insurance - Receive Documents into Policy and Display in Client Accounts.

• 2021 Free Monthly Webinar Session Recordings

  In 2021 we are delivering a series of free monthly webinar sessions.   You'll find links to the recordings of these sessions in the table below.   Clicking the icon for the recording will allow you to stream the video or give you the option ...