Trade Credit & Liquidity Management

JUNE 23, 2025

What Existing Credit Solutions Do—and What They Miss There are tools today that help finance teams calculate credit scores and approve limits. Sales teams operate without visibility into credit risk or when slow payments may affect subsequent sales to a customer.

CRM

Trade Credit & Liquidity Management

JULY 24, 2025

Systematizing knowledge transfer through meetings, shared reports, or automated CRM workflows. Using this intel for proactive credit reviews and adjustments. Sales teams better understand when Credit denies open terms or tightens credit limits. Key actions include: Clarifying what information is valuable (e.g.,

Risk

Trade Credit & Liquidity Management

MAY 8, 2025

This leads to credit limit blind spots, reporting inconsistencies, and operational confusion. St" vs "Street") can disrupt reporting, segmentation, and synchronization with billing or CRM tools. Customer master data governance isn’t just an IT problem or a CRM issue. No bounced emails. A Final Thought.

Finance

EBizCharge

JUNE 20, 2024

Implementing automation tools for invoice generation and payment reminders, standardizing documentation, and integrating accounting software with customer relationship management (CRM) systems can significantly enhance efficiency.

Best Practices

Nanonets

DECEMBER 4, 2023

Order validation and approval: The captured order details are validated based on predefined criteria such as pricing, discounts, inventory availability, and customer credit limits. Push Manual input into ERP or CRM systems. You can automate data export to your inventory management system, CRM, or any other system you use.

Automation

EBizCharge

NOVEMBER 1, 2024

This involves reviewing common payment discrepancies, keeping accurate loan terms and credit limit records, and employing strategies to address unexpected expenses and improve merchant cash advances. Businesses can better manage their financial stability by understanding the root causes of short payments.

Best Practices

EBizCharge

FEBRUARY 17, 2025

Establish clear credit policies Transparent credit policies will clearly outline terms for extending credit to customers to reduce bad debts, eliminate risks, and establish consistent credit extension guidelines. Credit limits based on customer risk profiles manage exposure to bad debts.

ACH