What is it for? Monitoring customer exposure from one reporting screen.

The report lists credit limit, amount due, confirmed uninvoiced sales, total credit exposure, available credit, credit status, and restriction state so teams can quickly identify risky accounts.

What is it for? Extending the customer form with operational credit details.

Inside each customer, users can manage the credit limit and review live values for overdue amount, confirmed sale exposure, total exposure, available credit, and current status.

What is it for? Hard-blocking customers who should not receive further credit.

Credit managers can manually restrict a customer, record the restriction reason, and keep an audit trail of who restricted the account and when the action occurred.

What is it for? Enforcing credit policy during order confirmation.

When a sale order is confirmed, the module calculates the exposure after this order and blocks confirmation if the customer is restricted or exceeds the configured limit.

What is it for? Building one timeline for customer credit activity.

The history view combines posted customer invoices, credit notes, customer payments, and confirmed sale orders into a single reporting model for fast review and follow-up.

What is it for? Reviewing credit movement from multiple angles.

Users can filter by invoices, payments, and sale orders, then switch to graph and pivot views for broader analysis of exposure and customer activity over time.

What is it for? Separating visibility from approval authority.

Credit users can access reports and history, while Credit Limit Managers handle restrictions and exception approvals for over-limit sale orders. This keeps control with finance without hiding critical customer risk data from sales.