The payment profile represents your customer payment behaviour 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 a rolling year) 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 criteria 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:


or also:

• integrate payment profile to your searches and alerts


• assign collection scenarios according to the payment profile


• sort customers lists


• ...