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Add a creditor manually

Also see: Import creditors in bulk

Add a single creditor when you need to enter details one at a time — for example, a late-arriving creditor that wasn't on the ROCAP, or a one-off claim you want to capture by hand.

Before you begin​

  • You need Editor access.

Steps​

  1. Open the appointment and navigate to Creditors & Claims → All Creditors in the sidebar.

  2. Click the + New button (top-left of the page) and choose New Creditor.

Create creditor dialogue

  1. The Create Creditor dialogue opens. Use the Is Individual checkbox at the top to switch between individual and company forms.

  2. Fill in the details.

  3. (Optional) Toggle Send welcome email with access code at the bottom of the form. If left off, you can send the email later from the Send Access Codes workflow.

  4. Click Create Creditor.

The creditor appears in the table immediately. If you turned the welcome-email toggle on, the access code email is sent in the background.

Welcome email preview​

Below is an example of the welcome email that is sent to the creditor:

Welcome email preview