The Credit Page
The Credit menu is in the Verification submenu. It contains two tabs. The Scores tab and the Reports tab. The Scores tab will display credit scores entered for contacts and companies entered on the entities screen and can be kept manually updated. The Reports tab allows you to order credit reports from Business Cre…
Payments Metro2 Credit Reporting - Changing the Reporting Identification Number
***This KB article is for Payments clients that use the Metro2 Credit Reporting module*** For information regarding how to generate a Metro2 Credit Report, please see the Payments Metro2 Credit Reporting Cheat Sheet article. A change to the reporting identification number is done at the time of report generat…
Payments Metro2 Credit Reporting Cheat Sheet
***This KB article is for Payments clients that use the Metro2 Credit Reporting module*** Q: How do I set up an account for reporting? A: In the Payments Menu > Credit Reporting (Metro2) > Manage Accounts menu you will be able to set up accounts for credit reporting. The Manage Accounts grid lists all boarded …
