Navigation: Client Administration > Search for an Existing Client > Credit Control

This guide explains how to modify an existing credit control entry for a client, such as changing the instalment limit for a specific loan product.

Before You Begin: Prerequisites

• User Permissions: To view or edit a credit control entry, your user profile must be assigned the Client : Credit Control Edit role by a System Administrator.

Step-by-Step Guide

1. Navigate to the client's Credit Control tab. You will see a list of all existing credit control entries.
2. From the list, click on the entry you wish to modify to highlight it.
3. Click the Edit Credit Control Entry button. A new screen will open, allowing you to change the details.
4. Update the fields as required (see the Field Reference Guide below).
5. Click Save to apply your changes.

Field Reference Guide

This table details the fields you can edit on the "Edit Credit Control Entry" screen.

Record Keeping (Read-Only)

This section provides an audit trail of when the credit control entry was created and last modified. These fields are for information only and cannot be edited.

• Record Date / Time / User: Shows who first created the entry and when.
• Update Date / Time / User: Shows who last updated the entry and when.

Action Buttons

• Save: Click this button to store the changes you have made to the credit control entry.
• Cancel: Click this button to discard your changes and return to the previous screen.