Limits and terms
Limits, payment terms and review dates per customer.
HomeStation 07
Customer CreditCredit limits that reflect how a customer really pays.
Customer Credit gives finance and sales one shared view of each buyer: the limit, what is used, how they have paid over time and the early signs of trouble. Decide on the next order with the payment history in front of you.
86%USD 1,72,000 of 2,00,000 used
Terms60 days
Avg days to pay (12 mo)78 days
Promises kept4 of 7
RiskRising
Days to pay, last 8 invoices
How it works
Four steps along the counter.
- 01
Set the limit
Credit limit and terms per customer, in their billing currency.
- 02
Watch utilisation
Open invoices plus orders in progress against the limit.
- 03
Read the signals
Slowing payments, broken promises and growing disputes raise the risk level.
- 04
Alert the right people
Sales and finance are told before a new order goes over the line.
In the drawer
What Customer Credit handles for you.
Payment history
Days to pay over the last twelve months, invoice by invoice.
Risk signals
Early warnings when a good payer starts to slow down.
Shared with sales
Sales leads see the same picture before they promise the next shipment.
Country exposure
Exposure by country and currency for export heavy books.
Review reminders
Periodic credit reviews scheduled and logged.
Questions
Customer Credit, answered
Does Fxtabs pull credit bureau data?
Fxtabs builds risk signals from your own payment history with each customer. Bureau or credit insurance data can be added on the Gold plan.
Can sales teams see their customers' dues?
Yes. Sales users get a read only view of their accounts, limits and promises.
Closing the till
End every month with the drawer balanced.
Connect one accounting system and up to 100 open invoices. Run a full month of reminders, payment links and forecasts on your real receivables. Pay only when the till balances.
- Free for
- 30 days
- Open invoices
- up to 100
- Card on signup
- not needed
Overdue invoices23