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Clever Credit

by Clever Dynamics

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(3 ratings)

Smooth, slick and easy to manage credit control to keep your cashflow in the black

Who's making sure you're getting paid on time?

Give your SME business better control of overdue balances and approaching credit limits in Microsoft Dynamics 365 Business Central with Clever Credit – and ensure you get paid on time, every time.

Even for a profitable, well-run company, running low on cash is a huge issue - and often payment collection is the culprit. Therefore, it’s essential to arm your business with the necessary tools to effectively and efficiently perform credit management and avoid late payments.

Our app for Dynamics 365 Business Central helps to remove some of the manual tasks from your Credit Control team, by automatically putting sales orders on hold if a customer has overdue balances or a particular sales order would put them over their agreed credit limit.

Use Clever Credit to:

  • get greater visibility of outstanding balances, by account and credit controllers
  • reduce time-consuming administration with auto-diarised follow-up calls/to-do's for better time management
  • get credit authorisation flexibility by account - so you can set up credit authorisation limits to enable sales orders to be released as required and/or define specific grace periods
  • get faster dispute resolution by having all the information your Credit Controller might need on hand and easy-to access

Get to grips with your cashflow and use Clever Credit to get clear forecasting, reduce the risk of late payments to your business and increase your working capital.

Start your free trial today and prevent the Credit Control headache! Click here for app pricing.

This app is part of our Clever Essentials family of apps, which includes Clever Document Delivery, Clever Document Links, Clever Data Validation, Clever Credit, Clever Global Search, Clever Comments and Clever PrintNode Integration. When purchased together you save over £100! These apps make entering, finding, storing, sending and printing information, easier, quicker and more accurate. Then, to top it off, it adds the credit rules you need to take the risk out of your customer accounts.

Supported Editions:

This app supports both the Essential and Premium editions of Microsoft Dynamics 365 Business Central

Supported Countries:

Australia, Austria, Belgium, Canada, Colombia, Croatia, Czechia, Denmark, Estonia, Finland, France, Germany, Hong Kong SAR, Hungary, Iceland, Indonesia, Italy, Japan, Kenya, Korea, Latvia, Malaysia, Mexico, Netherlands, New Zealand, Norway, Peru, Philippines, Poland, Serbia, Singapore, Slovenia, South Africa, Spain, Sweden, Switzerland, Taiwan, Thailand, UAE, UK, United States, Vietnam

Supported Languages:

English

At a glance

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