Updating Credit Check Information

Where to input or update Credit Check information on a client record.

Within a Client record you have the ability to capture Credit data. Proceed in doing so as you have been instructed by your organisation.
 
Clients > Client record > Administration tab > Billing Information section
 
NOTE: Your specific view of this page may be different than what's pictured, as your organisation might have chosen to hide or lock some of these fields. The fields with the key icon next to them are most commonly non-visible to the non-admin user.
 
 
 
 
 
 
 
 
 
 

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