Monitor Customer Credit Limits and Flag Over-Exposure
Protect against bad debt by tracking each customer's outstanding balance against their credit limit and flagging over-exposure.
- 1
Pull Outstanding Balances
Add a
Schedule TriggerandXeronode fetching each customer's outstanding amount. - 2
Compare to Limits
Add a
Codenode checking balances against each customer's credit limit. - 3
Flag Over-Exposure
Add an
IFnode continuing for customers over their limit. - 4
Alert Finance
Add a
Slacknode flagging over-exposed accounts before new orders ship on credit. - 5
Activate and Test
Activate the workflow with an over-limit test customer. Confirm the flag fires.
Frequently asked questions
How do I set limits?
Base limits on payment history and creditworthiness, reviewing them periodically.
What happens when flagged?
Hold new credit orders for that customer until the balance is brought back within limit.
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