I can add credit insurance details

Jules.ai

  1. 1. Go to "Customers & Sites"

    Alternatively, you can go to "Suppliers & Sites"

    Go to "Customers & Sites"

  2. 2. Click on "Add new" or you can "Edit" for the existing customer

    Click on "Add new" or you can "Edit" for the existing customer

  3. 3. Fill in the details and click "Next"

    Fill in the details and click "Next"

  4. 4. In the "Credit insurance" category, you can enter general details (coverage provider, contract number, coverage cost, validity period), enter your coverage (main and additional) as well as your credit limit

    Jules AI is using the credit limit to compute the credit outstanding

    In the "Credit insurance" category, you can enter general details (coverage provider, contract number, coverage cost, validity period), enter your coverage (main and additional) as well as your credit limit

  5. 5. Click on Save

    Click on Save