How to tighten the credit check of your customers?
In this period of uncertainty when your customers may find themselves in difficulty, it is possible to adapt your credit check to be more vigilant.
How to do with iPro?
With iPro, there are different ways to check the creditworthiness of customers with daily accounting work, namely the lettering of customer accounts and the customer schedule, which can be edited by date or by customer. You can also use customer reminders with the possibility of sending them by email.
Finally, you can define ceilings by activity (store, equipment and workshop), which allows a certain flexibility while always controlling the solvency of your customers.
Also think of the iPro dashboards that will allow you to monitor the results of your dealership.
How to do with iE ?
With iE, in addition to using dashboards with iReporting and KPIs, you can control the creditworthiness of customers by using the ceilings with the control of outstanding amounts. So you can define whether the overflow is blocking or not.
Then you can use the season control which is used to manage a high season and low season cap. This setting would allow you to manage a lower ceiling during this difficult period and thus block or not a coin flow or the opening of OR, depending on the reaching of the ceiling.
And of course, the setting up of the sending by email of automatic reminders / statements of invoices, coupled with the management of telephone reminders, will allow you to be more efficient in collections to secure your cash flow.