Topic Timeline 00:04 Finding Customer Records 0:21 Running Reports 0:49 Quick Credit 1:39 Credit Application 1:53 Printing Application

Related Videos Be in the know about Compliance Issuing a Credit Printing Deal Paperwork

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Running Customer Credit Using Quick Credit

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How do I start?

Select Customer, then Quick Credit from the Homepage.

 

How do I run credit?

Select one or more Credit Bureaus to run. Then choose Next.

 Enter basic customer information, the select Run Report.

Once the report is run, you have the option to Print, Start Deal and Run New Report.