Question

How to view customer High credit balance?

  • 1 February 2021
  • 0 replies
  • 16 views

How can we view a customer’s historical high credit balance? Would be beneficial to see their high balance, compared to their active balance to assess the customer’s credit limits and worthiness.

There is nowhere to see customer key payment indicators on the customer profile. Average days to pay, and historical high credit balance would allow our business to take preemptive action before allowing a customer to extend themselves too far.


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