CREDITGUARD: Secure Your Transactions and Protect Your Cash Flow in Dolibarr

Introduction

Managing customer receivables is a crucial challenge for any business seeking financial stability. Unpaid invoices and late payments can lead to cash flow issues and hinder business growth. To mitigate these risks, CREDITGUARD, an advanced module for Dolibarr, offers a solution for monitoring and securing customer transactions.

With proactive verification features and the ability to block high-risk transactions, CREDITGUARD helps prevent sales to customers with excessive overdue payments. This module ensures strict credit management, optimizing cash flow and reducing financial risks.

1. Why Use CREDITGUARD in Dolibarr?

1.1. Effective Prevention Against Unpaid Invoices

One of the biggest challenges for businesses is managing receivables. CREDITGUARD provides an effective solution by integrating an automatic control system at every stage of the sales process. Whenever a quote, order, or invoice is added, modified, or validated, the module instantly checks whether the client exceeds the allowed credit limit.

1.2. A Strategic Tool for Cash Flow Optimization

Rather than discovering too late that a customer is not paying their invoices, CREDITGUARD enables businesses to anticipate risks and make informed decisions before initiating new transactions. By automatically blocking risky actions, this module prevents financial losses from bad debtors.

1.3. Better Visibility of Customer Receivables

With an intuitive interface, CREDITGUARD displays real-time information on outstanding balances directly on the client’s profile and in the customer list. This ensures that sales and finance teams have a clear overview of high-risk customers and can adjust their collection strategies accordingly.

2. Key Features of CREDITGUARD

2.1. Blocking High-Risk Transactions

When a customer exceeds their credit limit, CREDITGUARD prevents the ex-ecution of the following actions:

• Creation, modification, or validation of quotes, orders, and invoices.

• Supplier management: Blocks supplier orders and invoices when unpaid amounts exceed the set credit limit.

This feature ensures that transactions are only validated when the customer complies with their payment obligations.

2.2. Extended Security for Various Elements

CREDITGUARD goes beyond just orders and invoices. It also controls:

• Shipments: Prevents the shipment of goods to customers with overdue payments.

• Tickets and interventions: Stops the initiation of new services in cases of unpaid debts.

• Contracts and projects: Blocks commitments to new services if the client exceeds their credit limit.

2.3. Customer Status Display

Users can quickly identify a customer's solvency status through:

• A visual indicator displayed on the client profile.

• An alert in the customer list.

• An instant notification when a transaction is blocked.

These tools help the sales team adapt their actions accordingly.

2.4. User Rights Management

To align with company policies, CREDITGUARD offers flexible user rights management:

• Customizable alert levels: Option to choose between simple warnings or strict blocking.

• Control over credit limit modifications: Only administrators can adjust limits.

• Restricted access to sensitive data: Limits the visibility of solvency information to authorized users.

3. Benefits of CREDITGUARD for Your Business

3.1. Improved Risk Management

With CREDITGUARD, businesses significantly reduce the risk of unpaid invoices, ensuring greater financial stability.

3.2. Time Savings for Your Teams

Through intelligent automation, the module minimizes manual control actions, freeing up time for administrative and sales teams.

3.3. Enhanced Customer Experience

By maintaining strict credit management, businesses establish more transparent commercial relationships and encourage customers to settle their payments promptly.

4. How to Install and Configure CREDITGUARD in Dolibarr?

4.1. Installing the Module

Installing CREDITGUARD is quick and easy:

1. Download the module from Dolistore or your Dolibarr module provider.

2. Access Dolibarr administration and activate the module in the Modules/Applications section.

3. Configure settings based on your business needs (credit limits, alert levels, authorized users, etc.).

4.2. Customization and Setup

Once activated, you can:

• Define credit blocking limits for each customer.

• Set up alerts to receive notifications tailored to your collection strategy.

• Assign specific permissions so only administrators can adjust credit limits.

Conclusion

With CREDITGUARD, businesses gain advanced and automated control over customer transactions, reducing risks associated with unpaid invoices and ensuring healthy cash flow. This module seamlessly integrates with Dolibarr, enabling a more secure financial management system.

By adopting CREDITGUARD, you choose a proactive approach to managing customer receivables, guaranteeing the long-term financial stability of your business. Don’t let unpaid invoices threaten your operations – equip yourself with CREDITGUARD today!