Contract

On issuing a contract you will be asked to issue a credit check form:

Confirm the contact that the form will be sent to:

While a credit check is in progress

When a credit form has been issued, we will need to wait for the customer to fill that in and then for our accounts receivable department to approve it. While that is in progress you will get the following message when attempting to issue a contract.

Where a credit check is not required..

If a credit check is not required then select No

If that was a mistake then select No to cancel or click Yes to confirm

You will need to confirm who approved the credit. After that the contract will be issued and the credit status for the customer will be updated