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 and 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.
To learn more about the benefits click on the video link: https://www.youtube.com/watch?v=8_JEfMlUdsU
This app is available in Australia, Canada, New Zealand, United Kingdom and United States.
To get Clever Credit up and running in a Microsoft Dynamics 365 Business Central On Prem environment you need the following ranges added to your license:
Clever Config (9030159 – 9031158)
Clever Credit (70086919 – 70087118)