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How to view customer High credit balance?

  • 1 February 2021
  • 2 replies
  • 243 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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Best answer by BenjaminCrisman 8 March 2022, 21:22

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Userlevel 7
Badge +4

Hi @Brian devirgilio ! I’m not sure if this is something you’re still looking into or if you’ve found another solution for this already but I noticed that there was a recent post which provided a Avg Days to Pay GI:

Regarding the Credit Balance this could be a little trickier to figure out due to it being a constant calculation and not stored specifically.

Let us know if you are still experiencing an issue regarding this post, thanks!

Userlevel 7
Badge +15

Hi @Brian devirgilio 

Here is a Generic Inquiry that may help also:

 

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