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Clever Credit |
Clever Credit gives you better control of overdue balances and approaching credit limits. Applied to Roles, such as Account or Business Manager, it puts chosen documents (for example sales orders) on hold if a customer has overdue balances or a sales order would put them over their credit limit.
Setup your users as Credit Controllers and assign specific customer accounts to them. Clever Credit has features designed to assist credit controllers in the chasing of debts and ensuring timely payment, as well as helping with the recording of promised payment dates, ensuring they are followed up on.
Give your credit controllers monetary authorisation limits to enable sales orders to be released as required. The introduction of Clever To-Do’s helps to prioritise your workload and chase promised payments which are automatically closed if the payment comes in.
Want to take customer payments directly from Customer interaction cards? Seamlessly integrated with our Clever Payment Gateway app, now you can process their payments in a matter of seconds whilst recording what actions are still pending for Customers.