https://store-images.s-microsoft.com/image/apps.48020.ee01abb2-b44b-4558-b09c-fa072fcbb592.ac9f9674-3f1b-464f-8643-a8ac6d5ddc91.d70f6732-741d-4702-b95b-cda6c3a1eddf

Customer Credit Limit

by Nubetech SpA

Manage customer credit limits and integrate Cribis data for safer credit decisions

Control risk. Protect cash flow. Keep sales moving.

The Customer Credit Limit module helps you manage customer credit exposure with confidence, combining credit limit control and payment monitoring into a single, streamlined process.

What it does

  • Set and manage customer credit limits centrally, with configurable rules per customer
  • Monitor overdue exposure with tolerance settings that prevent false alarms
  • Automate credit checks on sales orders during workflow status changes to stop risky orders before they progress
  • Detect credit blocks and limit overruns instantly, with clear indicators on sales documents
  • Generate customer-by-customer credit analysis through a dedicated control report
  • Send automatic internal notifications when the system detects changes in credit status or risk indicators

Built for operational control

Integrate credit control into your day-to-day order process with the workflow function: checks are executed during status transitions, and the system can block orders or raise errors based on your policy—ensuring consistent enforcement without manual intervention.

Proactive monitoring (even in the background)

Schedule automated checks using the dedicated email procedure to keep your team informed. The module can run credit analysis in the background and email the right users when relevant credit conditions change—so you can act early, not after problems escalate.

Outcomers you can expect

  • Fewer blocked deliveries and last-minute surprises
  • Faster, safer order approvals
  • Better visibility on overdue amounts and risk exposure
  • A more disciplined, repeatable credit process across the business

Supported Editions:

The app supports the Essentials and Premium Editions of Microsoft Dynamics 365 Business Central

Supported Countries:

Italy

Supported Languages:

IT, EN

At a glance

https://store-images.s-microsoft.com/image/apps.22184.ee01abb2-b44b-4558-b09c-fa072fcbb592.ac9f9674-3f1b-464f-8643-a8ac6d5ddc91.5adb60a1-2633-4178-ab8d-1894c3520aff
https://store-images.s-microsoft.com/image/apps.19868.ee01abb2-b44b-4558-b09c-fa072fcbb592.ac9f9674-3f1b-464f-8643-a8ac6d5ddc91.31f16e63-02a7-4754-b9f6-2e17e1fc7fb4
https://store-images.s-microsoft.com/image/apps.22184.ee01abb2-b44b-4558-b09c-fa072fcbb592.ac9f9674-3f1b-464f-8643-a8ac6d5ddc91.5adb60a1-2633-4178-ab8d-1894c3520aff