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Next Generation - Add a new credit control note for a customer

You're only able to add credit control notes to an existing customer. When you create a new customer, you can't access the Credit Control Notes tab or the + New Notes button until you save the new customer record.

To add a new credit control note

  1. Click Debtors then click Customers.
    ​Note: All customers are displayed. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.

  2. In the Code or Name column, click the hyperlink, the underlined text.
    ​Note: The Action Panel automatically opens from the right-hand-side of the screen. You can close the panel by clicking on the arrow icon on the right-hand side middle of the screen.

  3. Click on the Edit button at the bottom of the screen to set the record into edit mode, then click the Credit Control Notes tab then click + New Note.
    ​Note: If you can see the Close button instead of the Edit button, it means that you don't have access to edit customer records.

  4. Complete the available fields then click the date and time stamp icon.

  5. Click Save.

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