The Credit Enquiries Interface allows a client to perform and record Credit Enquiries using the interface. The functionality of this add-on replicates what many clients already do manually, but allows you to do it from within finPOWER Connect using existing records. The resulting Credit Report or Bank Enquiry is then stored within finPOWER Connect Client records.
You can perform a Credit Enquiry on an existing Client, and a log entry is saved. Alternatively you can perform an Ad hoc Credit Enquiry on any Individual or Company.