How to Access Credit Control Area?

next stupid question i cant find the answer to…

it popped up and offered me Credit Control, which i have now added to the left menu.

But after extensive searching… where is this found on the menu system?

https://companyname.quickfile.co.uk/sales/creditcontrol?o=0

i fear im missing other stuff…

thanks

scott

Hi @magnacom

This would be found in Account Settings >> All Settings.

You may also find this guide helpful: Automated overdue invoice reminders

thanks, still cant find it, can only see

image

not

image

logically i would have thought it would be in reports but cant see it there either.
cheers
scott

Apologies, I misunderstood your original query.

The page you’re referring to in your second screenshot is only available if there are system generated reminders pending (enabled through Credit Control Settings).

You can view a list of outstanding invoices by either clicking on Money owed to me on the dashboard, or by going to Sales >> Outstanding Invoices. There are numerous other reports which help, as you’ve discovered from the other forum posts - Creditors / Debtors report and the aging reports.

Was there anything you were looking to do in particular, or was it just wanting to see what reminders were pending?

thanks, i book marked it, im just trying to learn all the features…

cheers
getting there.
scott

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