To view customer credit checks
- While on the customer record, click Customer on the Left nav.
- Click Qualify on the top right.
- On the Qualify window you will see the Credit Reports section.
To apply or unapply a credit report to a customer record
- In the Qualify window, on the Credit Reports section click Apply to apply a credit report to the customer record.
- Click Unapply to unapply a credit report to a customer record.
To run a customer credit check
- On the Qualify window select Run Credit.
- In the Run Credit section fill out required fields.
- Note: If the customer has lived less than 6 months at their current address, you may need to click the Previous Address toggle and enter the previous address for the customer.
- Click Run Credit.
To manually enter a credit score
- On the Qualify window select Manual Entry.
- In the Run Credit section fill out the Credit Score manually.
- Click Save Credit.