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