Make customer credit a clear business decision
Bring customer orders, invoice balances and payment records into the credit conversation. Datrylo Sales and Invoicing provide connected information for sales and finance teams.
90,000 exposure; 15,000 new order
Follow a practical workflow example from the first request to the next handoff.
| Step | Linked record and result |
|---|---|
| 1 | Finance sees unpaid invoices of 70,000 IQD and accepted, uninvoiced orders of 20,000 IQD: exposure 90,000 IQD. |
| 2 | A new 15,000 IQD order would make exposure 105,000 against the illustrative 100,000 limit: excess 5,000. |
| 3 | Sales holds the order for finance. Finance records a dated 5,000 exception or requests payment before release; the owner and reason stay with the order. |
Inspect the application foundation
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Keep the work connected
Follow what the customer has ordered, what has been invoiced and what remains unpaid. Keep the relevant records available to the people who agree payment terms and manage collections.
Build around your operation
Tailored credit limits, order holds, approval routes, ageing reports and collection reminders can be built around your policy. Define who can release an order and how exceptions are recorded through a scoped implementation.
Prepare the handoff review
Bring one source transaction, its exception, the responsible roles and the required output document. Use the case above as a starting point for your workflow review.