Credit Control Card

See customers who are close to or have exceeded their credit limit.

Maintaining customer relationships can be difficult, especially when you look after a lot of different customers - and already have enough on your plate! The Credit Control card alerts you if any of your customers are close to or have exceeded their arranged credit limit, making it easy for you to know when to reach out.

The Credit Control card allows you to take action on the go, by automatically triggering an invoice issuance to your customers. This Card also provides AI insights, giving you contextual business information to help support your decisions and actions moving forward.

Provides notifications Pin to Board What's the difference?
Screenshots
Sentences users might say Can I customize that?
Have any of my accounts exceeded their credit limit? Are any customers over budget this month?
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