Credit Control
Credit Control turns an aged debt list into a worked process. Overdue customers are enrolled onto a pipeline. A ladder of letters, emails, SMS, calls and reviews then falls due on schedule, and the CRM records what was sent, what was promised and what actually came back.
Because it sits inside the billing platform, it knows exactly what is collectible: gross balances less pending credits and applied credit notes, rather than a headline figure that quietly includes money you have already agreed to give back.
In this section
Section titled “In this section”- Financial Overview - invoice, collection and payment-method queues
- Invoices - invoice views, actions, charges and rating evidence
- Payments - payments, collections and payment promises
- Payment Methods - mandates, stored cards and telephone card payments
- Former customer balances - remaining debt, credit and reviewed write-offs
- Missed collections - investigate missed creation and submission windows
- No automatic collection - payment setup and follow-up
- Manage financial attention - shared decisions, pauses and linked TODOs
- Credit Requests and Disputes - credits, goodwill gestures, refunds and disputes
- Chasing - pipelines and stages, enrolment, the chase case, promises and safeguard holds
- Automation and Finance release - scheduled processing, approvals and release after payment reconciliation
- Late payment charges - profiles, rates, bands and the review before a charge is applied
- Credit limits and auto-topups - accounts at or near a limit, and auto-topup worklists
- SMS - invoice sending, prepared approvals, opt-ins and message bodies
- Results and analytics - cash collected, assessment cohorts, invoice detail and communication outcomes
Credit Control Home
Section titled “Credit Control Home”Credit Control Home shows overdue balances, expected payments and chasing TODOs at a glance.
Cards: overdue balance and how many customers it covers, how many are being chased, chase actions due, how many overdue customers are not being chased, expected payments due, and TODOs due.
Panels: an aged-debt chart per currency, then queues for the chase list, top overdue customers, expected payments and chasing TODOs.
Where Finance release is required, Daily Finance release shows the run’s state and release controls. Finance, or someone acting on their behalf, should release it once incoming payments are reconciled.
A Showing picker switches everything between the team’s customers and your own, for holders of the Credit Control team queues permission. Without that permission the picker does not appear and everything is quietly limited to your own customers, which is the usual explanation when somebody reports missing work.
One thing to know: opening this page runs a tidy-up that resolves chase cases whose debt has cleared and flags promises that have been broken, so figures can move simply because you looked at it.
Chasing overdue telecom invoices from a spreadsheet and a mail merge? see how SAFE CRM chases, records and measures every step