Related Articles
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 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. ...
Go Cardless - Creating One-off Payments
This article is part of the Go Cardless section. Find all related articles here: Go Cardless Follow the steps below to create a one-off payment on the default direct debit profile: Load the client account in question. Select the Direct Debits tab. ...
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 ...