1. Initial set up
- Connect your ledger
- Invite extra users
- How to manage ledger access
- Ledger MOT: review missing data which might prevent you from monitoring or chasing customers
If you manage the credit control for several organisations you can easily add them all to the platform
2. Check-it
- How to pull a credit report
- Immediately view your customer's credit rating and credit limit
- Monitoring your customers
3. Chase-it
- Connect your mailbox
- Set up your schedule
- Manage your templates
- Get started with the initial chase
- Pause your customers
- Add expected payment dates
4. Collect-it
- How does Collect-it work
- Submit a quote for debt recovery
- What happens once your debt recovery case has been actioned
- Late Payment Act: how to calculate late payment interest you would be entitled to claim
5. Subscription
If you have any questions, and can not find the answer here, please get in touch with our support team by raising a ticket here.
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