Following the successful installation, the Creditsafe Sage 50 application menu item is now available on the Customer view in the top right-hand corner.
Launching the Creditsafe Sage 50 app displays the search form. It is pre-populated with the currently selected Sage 50 Customer or blank if none is selected, any Company can be searched for and selected from the drop-down.
Clicking “View Creditsafe Report” opens a Report window with the generated Creditsafe Credit Check Report details, displayed in a tabbed form.
Below are screenshots of the additional 6 tabs available.