Client Notices
Client Notices in the Credit Control tab
This article is part of the Client Notices section. Find all related articles here: Client Notices Viewing Client Notices in the Credit Control tab Once you have accepted and sent out a Client Notices batch, you can navigate to the Credit Control tab ...
Client Notices - Debt Recovery
This article is part of the Client Notices section. Find all related articles here: Client Notices Send to Solicitor If your clients are unwilling or unable to pay, then you may wish to send individual copies of notices to your solicitor. To do this: ...
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 ...
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 ...
Client Notices - Reporting
The article is part of the Client Notices section. Find all related articles here: Client Notices There are several ways you can manage and report on your Client Notices process. Reports If you don’t have a Debt Recovery Report set up to use in the ...
Client Notices - Getting Started
This article is part of the Client Notices section. Find all related articles here: Client Notices Overview Client Notices are a workflow to chase up debt. Client Notices can be set up with as many stages as required but a typical model has 3 ...
Client Notices - Filtering the Prelist
This article is part of the Client Notices section. Find all related articles here: Client Notices Before you can send reminder letters, you will need to select which clients to send them to. Follow the steps in this article to filter your prelist ...