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Creating One-off Payments
This article is part of the Go Cardless section. You can find all related articles here. Follow the steps below to create a one-off payment on the direct debit screen: Load the client account in question. Select the Direct Debits tab. Highlight the ...
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 ...
Purchase Ledger Payments
Please click on the image below to access the Purchase Ledger Payments Training Guide.
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.