Credit Control Module 

This add-on module gives a complete system for chasing your customers' outstanding invoices. You can set-up up to 5 credit ratings (A…E), each of which contains seven stages through which multiple invoices can be chased; these stages include sending statements, making chasing telephone calls, sending chasing letters and court orders.

All chasing letters and the court notices can be amended for each credit rating and can include any fields from the Customers record and from your Companies record.

The system also includes a program for maintaining a telephone conversation history (for Chasing or General telephone calls), against each individual invoice being chased.

Credit control can be managed at either an individual customer level or ran as a batch of statements, letters and notices.

Each credit rating also contains minimum and maximum boundaries for payment days, along with the average payment days field of the customer you can monitor each customer's payment history, and this'll allow you to assess a customers credit worth in relation to their current credit rating.

Please contact us for more information on the above features and how they can help your business.