How to Add Credit Score Info

1. Go to the Customer Management section in your left-hand menu.

2. Click on Customers, and then select the customer profile you want to update.

3. Scroll down to find the Credit Score section.

4. Click on + Add Credit Score Info.

Fill in the Credit Score Details

A side pop-up screen will appear. Here, you can fill out:

• Credit Score (1–100):
  Enter a numeric score. As you input the value, the system will automatically display the corresponding Credit Rate as alphabets (ABCD)
   

• Approval Status:
  Choose one of the following:

  • Approved to Factor

  • Not Approved to Factor
     

• Days to Pay:
  Enter the standard payment terms 
   

• Average Days to Pay:
  Record the average number of days this customer typically takes to pay invoices.
   

• Risk Score (1–100):
  Provide a risk score based on your internal evaluation or data sources.
   

• Risk Level:
  This will automatically reflect whether the customer is categorized as Low Risk or High Risk, based on the entered score. 

Once you've entered all relevant data, click Add Credit Score to update the customer profile.
 

You’ve now successfully added credit score information for a customer. This data will now appear in their profile, helping your team to make quicker and more informed decisions around factoring. Also, you can always edit and delete if you would like to.




We hope this article was helpful. However, if you have any further questions, please don't hesitate to reach out to our Live Support.
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