Credit Management Centre

Opera 3 Credit Management Centre provides you with a consolidated view of the information that is critical for effective credit control management. You can view all the necessary information to help improve cash flow, reduce bad debts and improve the overall financial position of your business. You can quickly see what is owed and who owes it.

The information on this form is displayed at three different levels. Firstly an overall view for your company - including all your customers, secondly a view of details of individual customers and thirdly a view to the actual transactions. A diary view is also provided so you can record and view any actions that have been recorded.

Using this form you can do all the necessary tasks for effective credit control management including the following:

• Filter the information displayed according to your requirements - show overdue invoices only, only those over the credit limit, those in a selected Credit Management Group, those overdue in a chosen period, only overdue invoices above a chosen value and so on

• View all your disputed invoices and outstanding actions for credit management

• View your average debtor days and average creditor days, debtor analysis and promised payments

• View customer contact details and account status details

• Changing a customer's credit limit, put them on stop or take them off stop

• Changing a customer's credit rating or credit score

• Mark invoices as disputed or not disputed, or change their due dates

• Design debt management debt correspondence and email covers

  Debt management in the Credit Management Centre provides a facility to design debtor correspondence and email covers, and send them to your customers. You can create different designs for each customer if required, or use the same design for all customers. You can design up to nine levels for requests for payment, or use the same design all the time.

  Debtor correspondence is available in home currency only.

• Print debtors letters, customer statements or invoices

• Add diary actions as reminders for credit controllers to contact customers, chase debt and so on. Diary actions can also be edited.

1. For detailed instructions on using Credit Management Centre see the 'Use Credit Management Centre' section of the 'How to ...' section in this Help file.

2. The Accelerator Keys toolbar is displayed if the Show Accelerator Key Toolbar option is selected on the System - Preferences form. The  toolbar is a quicker way to use the commands that appear on the Action menu.

Access to the Credit Management Centre is controlled for each user from the System - Maintenance - User Profiles form. To remove this menu item for one or more users, select the Menu Access page and clear the Credit Management box beneath 'Sales'.