This article is part of the Credit Control & Client Statuses section.

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Credit Control & Client Statuses

Before you start, please make sure you have set up your Credit Control Types following the steps in this article.

1. Navigate to the Clients tab
   
   
2. Find your client in the grid and open their account
   
   
3. Click the Credit Control tab

Changing the Credit Control Status for a single client

1. Click Change Status in the action bar on the left of the screen.
   
   
2. This will bring up the Change Credit Control Status window
   
   
   
   
3. From here, you can select the status you want to place the client on in the Credit Control Status dropdown.
   
1. If your client is already on a status that is not ticked to Allow Movement, the only options in the dropdown will be Dispute types.
   
   
4. You can leave the Amount box empty, unless you are placing the client on a Dispute status. The amount you enter here will then be ringfenced from Reminders.
   
   
5. If you are moving the client to a Dispute status, you can enter a Dispute Level - this determines whether the Dispute affects only the Client,  or a whole Apportionment, Block or Development.
   
   
6. If your Credit Control Type is ticked to require a review date, you can enter a Review Date on this screen. 
   
   
7. Use the Narrative box to detail why the client was placed on the status.
   
   
8. Click OK to apply the new status.
   

The Status in the top panel of the client account will also change to reflect the new status.

For information on how to change credit control statuses in bulk, see this article.

Amending a status

If you need to make changes to the status, you can highlight the entry in the grid, right click and select Amend.

Resolving a status

1. Highlight the status you want to resolve in the grid.
   
   
2. Click the Resolution button in the bottom of the action bar on the left of the screen.
   
   

1. This will bring up the Credit Control Details window.
   
   

1. Enter your resolution Narrative and a Review Date, if appropriate.
   
   
2. Click Save and Close.
   
   
3. If the status you are resolving was part of a batch update, you will be prompted to resolve the whole batch or just the individual status. Click Yes to resolve the status for everyone on the batch or No to resolve only for the individual client.
   
   

1. You will then see the Resolve All Client Statuses? pop-up.
   
   
   
   
2. Click Yes to resolve all statuses for that client and return them to the default Normal status, or click No to only resolve the status you are on.