Credit Key Features

Automatic email notifications to remind customers to make payments or confirm they have made a payment.

Tools to create invoices and split up invoices into a payment plan.

The ability to create a portal that customers can access in order to make payments, track payment progress, and input credit card information.

Tools to provide rewards and incentives for frequent customers.

The ability to process credit card payments and collect payment via other online payment options.

Tools to track the status of payments to ensure they are being completed.

The ability to integrate installment payment software into an online store or e-commerce platform in order to add additional payment options.

Tools to break a payment into installments and create a payment schedule.

Reports on the status of invoices or payments

Run reports on customer credit

Tracks all transactions, from issuing invoices to payment reminders to receiving payment

Integrates with accounting or similar platforms

Integrates with ERP systems

Integrates with Corporate Performance Management platforms

Manages credit limits based on customer credit scores, payment history, or other financial metrics

Creates or imports invoices

Collects different payment types and manages payment terms

Offers customizable approval processes for all types of transactions

Reconciles payments to invoices to ensure matching

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Sends automated messages and reminders, resolves disputes, or does proactive outreach.

Responds to basic questions from inbound emails.

Analyzes past transactions to make a prediction of when future payments are likely to be paid.