I can add credit insurance details
AV

Akhil Vanjani

Created Jun 16, 2023

I can add credit insurance details

9
    d

Jules.ai

5 Steps
1

Go to "Customers & Sites"

Alternatively, you can go to "Suppliers & Sites"

Go to "Customers & Sites"
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

Fill in the details and click "Next"

Fill in the details and click "Next"
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

Click on Save

Click on Save
Well done!
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