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FinanceFREE

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.

difficulty Advancedsetup 40 minresult Customers exceeding their credit limit are flagged before you extend risky further credit.—
—
  1. 1

    Pull Outstanding Balances

    Add a Schedule Trigger and Xero node fetching each customer's outstanding amount.

  2. 2

    Compare to Limits

    Add a Code node checking balances against each customer's credit limit.

  3. 3

    Flag Over-Exposure

    Add an IF node continuing for customers over their limit.

  4. 4

    Alert Finance

    Add a Slack node flagging over-exposed accounts before new orders ship on credit.

  5. 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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