Settings page Customise your Credit Management installation. Business detailsFormsPayment termsTradePaidUsers
Adding your logo On the settings page, In Business details, you will see a button “Choose file” under Select logo. Click this, find...
Business details Update your address and trading name displayed on your Terms of trade and Credit applications.
Customer type selection If you only work with Commercial, or Consumer customers – you are able to specify this here. You can also...
Payment (Credit) terms You can specify the credit terms you offer Every business is unique, as are the Credit Terms you offer your...
Forms We are adding support soon for any type of form you can imagine – currently you only have access to...