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Credit control and accounts receivable

Manage customer credit, accounts receivable and payment activity in one connected ERP workflow, with clearer visibility of balances, limits, overdue accounts and customer activity. 

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How can ERP improve credit control and accounts receivable for an LBM business?

GenetiQ helps finance and sales teams manage customer credit, outstanding balances and payment activity from the same connected ERP system.By keeping credit limits, account status, overdue balances and customer activity visible in one place, teams can make better-informed decisions before releasing orders, reduce manual checking and follow up on outstanding debt more consistently.

 


 


 

 

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Keep customer credit and receivables under control

Bring customer credit, invoicing, receipts and overdue account activity into one connected workflow, giving finance teams clearer visibility of what is owed, what needs attention and where follow-up is required.

Customer credit management

Manage customer credit arrangements and credit requests within the same ERP workflow used by sales and finance teams.

 
Overdue balance visibility Monitor outstanding and overdue customer balances so teams can identify accounts that need attention and follow up more consistently.   
Invoicing and receipts

Keep invoicing and customer receipts connected to the account so finance teams have a clearer view of payment activity and outstanding debt.  

  
Credit requests and returns Support controlled handling of credit requests and returns, helping teams manage adjustments and customer account queries more consistently.   
Customer account visibility Give finance teams access to customer account activity in one place, helping them understand balances, transactions and account status before taking action.   
Follow-up and exceptions

Use Accounts Receivable workflows to manage overdue accounts, payment queries and exceptions that require review or follow-up. 

  
Business value

Make faster credit decisions with the right information

Credit decisions are easier when finance and sales teams can see the same customer account information.

1
Review credit before release
See the customer’s account position before approving or releasing new orders.
2
Spot overdue balances sooner
Give finance teams clearer visibility of overdue debt and accounts that need attention. 
3
Keep sales and finance aligned
Help both teams work from the same customer information, reducing delays and unnecessary back-and-forth. 

See customer credit and account activity in one place

Give finance teams a clearer view of customer balances, credit status, overdue invoices and recent account activity without having to piece information together from separate systems.

Understand account status quickly

See balances, overdue amounts and recent activity before taking action.

Prioritize follow-up

Identify accounts that need attention so credit control teams can focus on the right customers first.

Support faster order decisions

Give sales and finance the information they need when an order is waiting on credit approval.

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See how GenetiQ supports better credit decisions

See how customer credit, overdue balances, payment activity and account information can stay connected in one ERP workflow. 
See GenetiQ in action

Frequently asked questions

How does GenetiQ help manage customer credit? GenetiQ helps teams manage customer credit information, account status and outstanding balances within the same ERP workflow used by sales and finance. This gives teams better visibility when reviewing whether further orders should be approved.
Can GenetiQ help identify overdue accounts? Yes. GenetiQ gives finance teams visibility of overdue balances and customer account activity so they can identify which accounts need attention and follow up more consistently. 
Can sales teams see a customer’s credit position before releasing an order?

Yes. Because customer account information is connected within GenetiQ, sales and finance teams can review relevant credit and balance information before deciding whether an order should proceed. 
Does GenetiQ support invoicing and customer receipts?

Yes. GenetiQ keeps invoicing and customer receipt activity connected to the customer account, helping finance teams maintain a clearer view of what has been invoiced, paid and remains outstanding. 
How does GenetiQ help sales and finance work together on credit decisions?

GenetiQ gives both teams access to the same customer account information, including balances, credit status and recent activity. This can reduce manual checking and help teams make faster, more consistent decisions when an account requires review.