The payment profile
represents your customer payment behavior
and it's illustrated by a flag near your customer's information.
It allows you to quickly visualize in which category your customers are positioned
, and helps with the collection strategy and decision-making in credit management.
The payment profile is defined according to the average payment delay
(calculated over six rolling months) and it is configurable according to your criteria.
For this, you have to go to Settings / Manage payment profiles
Choose your payment profile name
, the condition according to the average payment delay
, insert a comment
if you wish, and choose a flag color
The flag is displayed in most screens. By flying over it you will find the definition and the average payment delay of the customer
You can also sort the information by payment profile, so that collector can, for example, prioritize collection
according to this criteria:
- integrate payment profile to your searches and alerts
- assign collection scenarios according to the payment profile
- sort customers lists