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. Ensure you get paid on time, every time.

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Protect your cash flow

According to the latest Financial Services Bureau survey, about one in ten small businesses said that 80% or more payments are typically late…

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.

Don't fall into the deep end of poor cash flow

Taking control of overdue balances and the approaching credit limits of your customers is vital, but can be a very big ask of your credit control team.

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.

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Spend less time chasing late payments whilst simultaneously reducing average Days Sales Outstanding (DSO)

Help ease the drudgery of manual tasks for your vital credit management team and don’t let cash flow surprises kill your business with Clever Credit for Dynamics  365 Business Central.

Automatic Credit Hold

Automatic credit hold for sales documents when customers have invoices overdue past a definable ‘grace period’ or the document takes them over their credit limit.

Live Credit Status

Ability to see the credit status of a transaction as its entered

View Held Transactions

A new Credit Held Documents page that shows the transactions that are held due to credit issues

Credit Contact Management

Hold specific contact details for chasing payment against each customer together with notes on the payment processes.

Drill Down & Prioritise Credit

Listing accounts with balances displayed allowing sorting by defined aging, overdue, promised and credit to-do’s.

Detailed Activity Logs

Record chasing activities and create a record of promised payments, disputes etc.

Fewer Clicks

Single-click sending of copy invoices, statements or other documents while keeping a recorded log of what was sent and when

Diarised Task-Lists

Set follow-up dates to create to-do diary entries for credit control activities

Automated Task Completion

Have ‘to-dos’ to chase promised payments complete automatically when payments are received and allocated.

Role Centre Activities

Individual credit controller dashboards help individual team members to keep on top of their specific accounts and outstanding balances

Want to get started with Clever Credit?

Call us on 01902 578300 or use the form below to take control of your cash flow.