Why do I get an error message when I try to create a payment plan?
Which intervals are available for automated proceduresteps?
Why isn't the days in procedure (D.I.P./DIP) adjusted when a past due invoice is loaded into iController?
Why can't I create an automated procedure step for postal mail/PDF?
Why does iController suggests an action (e.g. reminder) when all documents are in promise?
How come there are no upcoming actions visible on my debtorsheet?
Why isn't my current procedure action 'Send reminder' performed , even though I've send a reminder?
Why does the procedure continues/actions are visualized in the worksheet when documents are in a status other than procedure?
How can I undo an executed automatic action?
When will the debtor in ‘manual procedure’ be moved back to automatic procedure again?

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Where to find the client / document conditions of a procedure?

December 16, 2021 07:28
Updated

Click on the gear icon () in the upper right corner
Go to Settings
Click on Procedures in the left menu
Navigate to the procedure and click on the button Edit
You will see the Client conditions and Document conditions at the bottom of the screen