Online help

Manage payment profiles » How to manage customers payment profiles?

The payment profile represents your customer payment behaviour and it's illustrated by a flag near your customer's information.
Global view paymt profile
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.

Global view paymt behaviour

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 profilesLink :

Manage paymt profile

Choose your payment profile name, the criteria according to the average payment delay, insert a comment if you wish, and choose a flag color :

Create a paymnt profile

The flag is displayed in most screens. By flying over it you will find the definition and the average payment delay of the customer :

Fly over flag

You can also sort the information by payment profile, so that collector can, for example, prioritize collection according to this criteria:

Sort by paymnt profile

or also:

  • integrate payment profile to your searches and alerts

  • assign collection scenarios according to the payment profile

  • sort customers lists

  • ...

← Back : Online help » Various questions