General FastTab

The Credit Limit Last Checked field has been added to the Customer Card.  This Field is used to record the date that the Customers Credit Limit (LCY) was last checked.  When it is changed, details will be recorded in the Credit Review Entries Table.

The Credit Review Entries can be found under the Navigate Option on the Ribbon.

On the Customer Credit Review Entries Page, four fields are available:

Date of Review - This is date that the Credit Limit was changed.

User ID - The name of user that made the change.

Credit Limit Granted (LCY) - The amount that the Credit Limit (LCY) field was changed to.

Balance at Date - The customer balance at the time the Credit Limit was change.


Example of Use:

A new Sales Order created and an Invoice posted (with has a different date to the last entry in the Credit Review Entries Table) and the user then changes the Credit Limit (LCY) field.

On the Customer Credit Review Entries Page, a new entry created will be created.  The Credit Limit Granted (LCY) and Balance at Date fields are updated and the entry has the new date (Date of Review).

If we don't change the Credit Limit (LCY) field and just post a new invoice with the same date, then on the last line the Balance at Date field will be updated.

There is also a Clever Review Credit available on the Clever Credit Page.  Please refer to Clever Dynamics - Clever Credit for more information.

Clever Credit FastTab

To the final bit of setup, the extra FastTab on the Customer Card, this will only be visible once the app has been installed. The Clever Credit FastTab is where customer specific credit control settings are defined. The setup on the customer card takes precedence over the global Clever Credit Setup you have done previously.

Overdue Credit Grace Period: If completed will add on an extra period on top of the Payment Terms Code already given to the customer, e.g. an entry of 5D here would add on five extra days before they will go on hold.

Exclude from Credit Hold: Will stop this customer from ever being credit held for any reason (for example this may be used sparingly for important customers that we would never want to put on hold).

Exclude from Overdue Hold: Will stop this customer from ever being credit held if they go overdue on invoices. Order will still be held if the customer has a balance over their credit limit.

Credit Hold All Documents: Will ensure that all documents for this customer go on hold, regardless of credit limit or overdue status. This may be used if a customer has a bad track record or presents a financial risk.

Credit Controller: The Credit Controller that is responsible for this account. This determines the user who will see this customer account on the Clever Credit page.

Credit Control Contact: Populating this field indicates to the Credit Controller who they should be contacting regarding the payments. Using the assist (the three little dots) next to the field, users will be able to choose any contact linked to the customer as a contact. The contact details (email and phone no.) will be shown on the Clever Credit page for this customer.

Account Status: This field is greyed out and not editable to users. It does however indicate the state of the customer’s account when placing or chasing payments from the Clever Credit page. The four status include:

  • Blank – means no status has been set
  • Overdue – means that a customers has an overdue payment against their account
  • Over Credit Limit – means that the customers is over the credit limit on their account
  • Blocked- means that the customer has been flagged as blocked in Microsoft Dynamics 365 Business Central

Company Registration No.: This field just be used for information purposes, customer’s company registration no. can be added.

Insured Limit (LCY): This field just be used for information purposes. The amount you can enter this field should be equal or less than the Credit Limit (LCY) amount.



Lookup to Companies House URL

We have the possibility to show the Companies House URL per vendors.

During the installation of the Clever Credit the Online Lookup URL field will be populated for GB record on the Countries/Regions page automatically. This URL can be set manually for other country codes too.


From the Customer Card if we set the Company Registration No. field and the Country/Region Code is GB, the Online Company Information link will open the company information service webpage with the right company information.


If the Country/Region Code is empty on the Customer card, we are getting the value from the Company Information page.