Assigning a Credit Controller to a Customer or Supplier
Assigning a Credit Controller to a Customer or Supplier
Overview
The credit controller is the member of your staff responsible for managing the debts of your business. They are accountable for recovering any unpaid money that is owed to your organisation from other businesses or individuals. There are step-by-step instructions below the video.
Steps
You can assign a credit controller to a customer or supplier by following the step below:
Go to [ Company ]
Search Company, Individual or Supplier (Remember if searching for a supplier you must enable the toggle Search Suppliers )
Double click on the Company, Individual or Supplier
Go to Financial Tab
Click Edit
Under Credit Review , Credit Controller select your appointed controller. They must already exist on your system.