Simply use the blue arrows next to an item on the list within the Draft Credit Requests panel to move it over to the Confirmed Credit Requests panel. You use the checkboxes next to items in the list to select multiple items, and then use the blue arrow at the very top to move them all over to the confirmed panel in one go.
Moving multiple Drafted Credit Requests to Confirmed.
Once they’re in the confirmed panel, select Raise Confirmed Credit Requests to raise the confirmed Credit Requests.
Raising Confirmed Credit Requests.
Notifying Clients when they are sent a Credit Request
If the Client has a valid email address, they will be notified via the ‘Payment Request’ Email Definition. If you have ‘Client login’ enabled in your Branch Details then your Clients will be able to log into their Client dashboard and view their Credit Requests from there.
Before raising a Credit Request, you can specify which users should be notified, using the options provided within the Raise Confirmed Credit Requests panel.
Choosing which Clients to notify.
Frequently Asked Questions
How do I avoid confusing my Clients with multiple payment requests when I raise Credit Requests and then Invoices subsequently?
In this case, you can deselect Clients from being notified of payment requests when confirming Invoices. On the Raise Confirmed Invoices panel that appears when you select Raise Confirmed Invoices button in your Draft Invoices, there is a checkbox list of users who will be notified via email when the Invoice is raised - you can use the checkboxes to deselect some or all of these users.
Selecting Clients to be notified.
How do I automatically mark Credit Requests as paid?
To enable automatic Credit Request payment from existing balance credit and new payments, simply enable the ‘Automatically mark Credit Requests paid’.
Note: This will affect the Credit Requests that your Clients receive.