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