Credit Control

Start here

• Introduction
• Getting Started: User Roles
• Getting Started: Settings Checklist

Projects & Contracts

• Where can Sold Units be found?
• How to edit Contract Information?

Loan Management

• How to create Loan Entry?
• How to Print Loan Documents?

Billing

• How to process the Credit Note to Reverse the Transaction
• How to create Debit Note to Reverse the Transaction
• How to create new Architect Certificate?
• How to Generate Progress Billing?
• How to issue Rebate?
• How to Create Adjustment?

See all 9 articles

E-Invoice related

• E-Invoice requirement for Issuing Rebate

Redemption

• How does Repayment per Multiple Units work?
• What is Redemption Repayment?
• What is Charged Execution?
• How to issue New Charged Execution?

Financial Integration

• How to download transaction from Credit Control?

Vacant Possession

• What is Vacant Possession?
• What are the Checklist to get ready for VP?
• How to Update VP Info?

Primary Settings

• What are the Options to set Billing Reminders?
• How to Add Users to Approve Billing & Receipt?
• How to set Approval for Progress Billing & Official Receipt?
• What is Aging Buckets?
• How to Configure Aging Buckets?
• How to set up Payment Schedule?

End Financier

• How to create New Financier?

Law Firm

• How to create New Law Firm?