Manage your potential customer's credit risk through a step-by-step process.
Integrating with Receivables, Sage Pastel Evolution Credit Risk Management
helps you manage your customer credit risk through a step-by-step process. Your
customer will complete a credit risk application form in order for you to assess
his/her potential credit-worthiness before granting them any credit. It will
generate the credit application form and run the data through a scoring system
giving you a credit-worthiness result on your potential customer. A passing
score will see a new account being opened. A failing score will request
guarantees or security against granting credit.
It will also generate standard legal documentation based on the type of business
you are operating. The following documentation, amongst others, is included:
Terms and conditions of sale
Credit application forms
Both ‘soft’ and ‘final’ demand letters
Power of attorney forms
Note: May Require changes to suit Australian State and Federal laws
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