CC Getting Started

CC Getting Started

 

Getting Started with Credit Control

Browse the FAQs below for help getting started with Credit Control. Each guide covers a key area of setup, configuration, and day-to-day use.

FAQs and user guides

Guide

What it covers

Guide

What it covers

Credit Control Set Up Guide

Step-by-step guidance for setting up Credit Control for the first time.

Credit Control Centre - Overview

An overview of the Credit Control Centre dashboard and key features.

How to enable and disable automated credit control?

How to turn automated credit control on or off when needed.

Credit Control - Group Configuration

How to configure credit control groups and manage group settings.

Credit Control - Messages

How to manage and customise credit control messages.

Credit Control - Messages — Additional Options

Additional messaging settings and advanced options.

Credit Control - Additional Settings

Additional settings for fine-tuning your Credit Control configuration.