Review Credit Info

How to Review Credit Info

Dan Waterfield avatar
Written by Dan Waterfield
Updated over a week ago

You can review ingested and existing customer credit info from the 'External Credit Info Review' screen.

Groups

  • IDLE - Customers who are active but haven't been updated in over 30 days (configurable)

  • OVERCREDIT - Customers whose internal credit limit is greater than their external credit limit.

  • NORMAL - All other customers

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