CreditGuard

CreditGuard

CREDITGUARD is an essential module for Dolibarr, designed to protect your business from the risks associated with selling to customers with overdue payments. By integrating a proactive verification function, CREDITGUARD evaluates the outstanding balances each time you add, validate or modify a proposal, an order or an invoice, instantly alerting you if the outstanding payments exceed a pre-established limit.

Features:

1- Transaction Blocking: Prevents the creation, modification or validation of proposals, orders, invoices, as well as supplier orders and invoices when the amount of outstanding payments exceeds the set limit.

2- Prevention on Various Elements: Also blocks the creation of shipments, tickets, interventions, contracts and projects, thus ensuring that all transactions are secure.

3- Status Visualization: Clearly displays the blocking status on the map and in the list of third parties, allowing users to make informed decisions on future transactions.

4- Configurable User Rights: Allows administrators to manage user rights, such as the ability to disable customer credit limit modification or choose to only receive warnings without blocking.

CREDITGUARD gives you peace of mind by ensuring that your business does not run the risk of extending credit to defaulting customers. Strengthen your receivables management and protect your cash flow with CREDITGUARD, the strategic choice for proactive customer risk management in Dolibarr.