Manage relationships, credit exposure, and collection priorities
Use one workspace to maintain customer records, spot receivables risk, and move quickly from account review to billing.
Credit watchlist
Accounts with balances or blocked credit that need attention
No customer accounts are currently on the watchlist.
Operator checklist
Keep credit and service quality under control
Review blocked accounts before approving additional credit.
Keep contact details current for collection calls and invoice delivery.
Check top balances daily and move urgent follow-up into billing or direct outreach.
Update customer type and credit terms so future invoicing decisions are easier.
Contact cleanup queue
Active customers missing a direct phone or email route
Every customer in the current sample has contact details.
Recent customer activity
Latest invoices and balances to support follow-up
No recent invoice activity is available yet.