Sell on credit without losing track of who owes what

What it covers

• Customers and contacts, leads, sources and follow-ups.
• Credit limits and terms. Increases need approval and each change is kept.
• Quotations, sales orders and invoices; customer payments, credit notes and refunds.
• Statements and receivables ageing.
• Reminders by the channel the business chooses, respecting each person's opt-out.

Credit risk checks

Intelligence flags customers who are overdue, customers who are paying slower than before, and credit sales made to customers who are already overdue. At action level 3 it can propose lowering a credit limit to what the customer owes, for a person to approve. At level 4 an owner can allow routine reminders to go out automatically within limits they set. Ziira never moves money.

Privacy

Customer data can be found, exported and anonymised for a data-subject request, with retention periods that the business sets. See security and privacy.