Skip to Main Content
Access Learning Ideas Portal
Created by Lucinda Mobaraki
Created on Apr 7, 2025

Correspondence from within the system

Credit Control Templates to enable correspondence to customers to be sent automatically from the system:

  • Statement of Account

  • Gental reminder on overdue account

  • Stronger reminder

  • Final notice of intended legal action

Change of Address to customers and supppliers

Change of Bank details for customers and suppliers

Request Statement of Account (suppliers)

Request Statement of Account/Transaction report (customers)

  • Attach files