OPEN CREDIT HEALER PROFESSIONAL EDITION
Once you get your software installed, you will be able to open it from any of the icons installed in your computer.
You will find these icons in:
1- Your desktop
2- Task bar more frecuently used
3- List of installed programs
Click on any of these.
You will be taken immediately to the welcome window.
ACCESING THE WINDOW "My Company"
When opening Credit Healer Professional Edition, a window with three (3) icons will appear on the screen. By clicking on the third icon called My Company you will be able to set up the preferences of your company as shown in the following slides.
INITIAL SET-UP -My Company-
In this window, you must enter your company's information. This info will be included in all the corporative forms given to your clients, making your documents look absolutely professional.
Here you must also enter the information referring to your types of invoicing and collection, as well as the customization of some texts included in your client's Starting Kit .
The Starting Kit includes important documents that the client should know, sign and save before starting the credit repair process.
PLACE YOUR COMPANY LOGO
If you have a logo design for your company, you may include it as it will be added to all the main forms of the Starting Kit. This will offer a professional appearance to your documents.
If you do not have a logo, leave this space empty and no logo will be displayed in your corporative documents.
NOTE: The size of the logo must be 125 X 60 pixels.
TAB BASIC INFORMATION
In this window you must enter your company information.
TAB BILLING FEES
In this window, you must specify your type of collection. That means you must decide if you wish to receive a fixed amount, based on each credit bureau, or by type of individual account.
You can change the Item-Based Fee establishing a determined value to each account. The program will process the total cost according to the type of accounts entered in the Credit Items Tab.
Note: These values can also can be modified individually on the Custom Billing Tab (Customized Collection) which you will find in the process of each client individually .
TAB PAYMENTS METHODS
Here you must select what types of payment your company will accept for the credit repair services.
Select all those that apply from the list of options offered by you or your company.
TAB GENERIC PRINTINGS -Starting Kit-
Here you must choose the documents that will be included whitin the Starting Kit given to your client.
We suggest to include all documents.
TAB GENERIC PRINTINGS -Documents & Labels-
Click on the icons on your right to print a blank starting kit and to print mailing labels which will make it easier for shipment of letters to be properly delivered to the credit reporting agencies, besides making you save time.
(Use labels Avery # 8460)
TAB CUSTOMIZE DOCUMENTS
This window gives you the option to costumize the text for two (2) important documents included in the Starting Kit which you will give to your client;
The "Customer Agreement" and the "Invoice".
When costumizing these texts, the changes will be reflected in the spaces reserved for "disclaimers" in these documents.
If you do not wish to make any change, the standard text offered by Credit Healer will be used as predetermined.
