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How To Edit Credit Control Letters

How To Edit Credit Control Letters? How To Create a Credit Control Letter?

Written by Emma
Updated over 3 months ago

Overview

This article will show you how to edit or create Credit Control Letters/Templates.


How to edit or create the Credit Control Letters/Templates

To edit or create Credit Control Letters/Templates, follow these steps below:

  1. Click Credit Control on the left-hand side.

  2. Click Edit Credit Control Letters.

  3. Select the template you wish to edit - Or New Template. If its a new template, name the template.

  4. In the body, populate it with the information you wish.

  5. Press Save.

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