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Go Cardless - Creating Direct Debits and Making Payments in the Web Portal
This article is part of the Go Cardless section. Find all related articles here: Go Cardless If the Go Cardless integration is activated, your clients can make payments by bank transfer and set up direct debits in the Web Portal. Make a Payment Click ...
Developments - Inspections Tab - Sharing Inspections on the Web Portal
This article is part of the Inspections Tab section. Find all related articles here: Inspections Tab Sharing Inspections on the Web Portal If you use the Web Portal and the Documents tab within it, you can share inspections with your clients. To ...
Sending Client Notices
This article is part of the Client Notices section. Find all related articles here: Client Notices Once your notice type has been Accepted and your status has changed, it is time to send out your reminder letters. Sending Client Notices There are 2 ...
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. ...
Accepting Client Notices
This article is part of the Client Notices section. Find all related articles here: Client Notices Once you are happy that your prelist is correct, you need to accept your Client Notices before you can send out letters. Change Credit Control Statuses ...