7.1.1 Credit Control Overview
The Blocks Online Credit Control module provides a range of facilities to support the management of service charge and ground rent debtors. The key features are:
- The ability to create Credit Control Cases which are used to:
- Maintain a record of discussions and interactions with leaseholders
- Track the status of particular cases
- Manage action dates for individual cases
- Create reminder letters for leaseholders and store the historic letters
- Upload additional documents to the cases
- Bulk processing functions to simplify the management of credit control
- Automatic updating of cases when payments are received
Related Articles
7.6.1 Reporting - Credit Control
A number of reports are available to support the Credit Control function: Credit Control Blocks On hold – This report lists all blocks that have been placed on-hold and are therefore not included in any credit control batch processing Credit Control ...
3.3.1 Suppliers Overview
The Agent Suppliers screen is where you set-up and manage the Suppliers you use for the Blocks which you manage and their expenditure. Access via the Workbench menu -> Agent Management -> Agent Suppliers The screen has column headings which show the ...
7.1.2 Credit Control Cases
he Credit Control system utilities Credit Control Cases to keep track of the interactions with a property owner. To access go to the Workbench menu: Credit Control -> Credit Control Cases The default Credit Control Cases screen will show any Cases ...
7.1.7 Credit Control Settings
1. In the Block Area under Finance -> Set-Up -> Credit Control is the screen that enables the following settings to be enabled: Payment options available to leaseholders – This is used to record whether the leaseholders should pay on demand or ...
7.2.1 Creating a new Credit Control Case
To create a new Credit Control Case: Access via the menu option: Credit Control -> Credit Control Cases Then at the top right of the screen click ‘Create New Case’ A pop-up window will appear where you will need to select some mandatory fields ...