Credit Control and Client Statuses

Credit Control and Client Statuses

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

    • Related Articles

    • 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 ...
    • 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
    • Client Notices

      Please click on the image below to access the Client Notices Training Guide.
    • 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.
    • CPL Release Notes and Webinar Recordings

      In the table below you will find links to access copies of CPL's Release Notes from Version 2.55 onwards. There are also links to recordings for all Release Webinars delivered. Version Release Date Click to View Notes Click to Access Recorded Webinar ...