credit risk manager
Sync with cloud accounting to supercharge your credit control
Connect with Xero, QuickBooks and Sage to see your customer invoices and debtor risks, all in one place.
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See which invoices are most at risk of late payment
Identify threats to your cash flow
Know which customer invoices to prioritise
What is credit risk manager?
If you offer credit to a customer, there is always a risk that they may not pay their invoice on time, leaving you short changed. Knowing which customers to start chasing for payment and when is a fine balance and could be the difference between making your numbers or missing them. Credit risk manager gives you the ability to prevent threats to your cash flow by managing your credit risks, all in one place.
When you connect your cloud accounting software to your Capitalise profile, you’ll see your customer invoices, next to their credit risks, so you know which invoices you need to prioritise chasing to ensure you get paid.
And with real time alerts, you’ll get notified instantly of any changes to a company’s credit profile, meaning you can act earlier, while maintaining your client relationships.
Check out what features your business can use with Pro
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Effective credit control for your business
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Intelligent insights to reduce threats to your cash flow
Nasty surprises like a late invoice can take a toll on your cash flow, and ultimately your bottom line. So wouldn’t it be helpful to know if a customer is likely to pay late, ahead of time?
Spotting early warning signs from your customers, such as a declining payment performance, or a registered CCJ, next to their invoices can help you to identify where there are threats to your cash flow. With a customer's suggested credit limit, alongside their outstanding invoice, you'll also have immediate insights into whether you're overextending credit and need to take action.
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Know which customer invoices you need to prioritise
If you work with multiple companies, it's essential to know how to focus your credit control efforts. But spending time switching between platforms to manage your invoices and credit risks, means you’re not spending time on other valuable areas of your business.
Syncing your contacts from Xero, QuickBooks, or Sage allows you to manage your credit terms effectively. Viewing your credit risks, next to all of your outstanding invoices means you’ll instantly know which invoices are most at risk and which debtors to prioritise chasing.
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Real-time alerts to manage credit risks quickly
Being aware of cash flow threats too late can leave you scrambling to find solutions. By the time you notice a large customer is a risk, it might be too late to find an amicable solution.
With real-time alerts, we’ll let you know instantly of any changes to a customer’s credit profile, so you can act quickly.
See what else you can do with capitalise for business
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