The risk report shows a list of your customers, the proportion of your debt they make up, and how close they are to reaching their credit limit.
Last updated: August 23, 2024
Set default and customer-specific credit limits here.
The report comprises four key columns:
- Customer name: Identifies the respective customer. Click this to navigate to the customer page
- % of total: Reflects the proportion of your current outstanding debt attributed to this customer.
- Outstanding: This section presents the current outstanding debt for this customer, including invoices before and after their due dates.
- Credit limit: Indicates the assigned credit limit, with the default credit limit underlined for easy identification.
Additionally, the % of the credit limit column denotes how close the customer is to reaching or exceeding their credit limit. If the credit limit has been surpassed, this will be highlighted in red for prompt attention.
Display
You can search the risk report using the search bar in the top left corner, which displays the number of results.
The risk report displays 50 rows per page, you can navigate to the next page using the arrows and numbers at the bottom.
Select the small arrows next to the relevant column title to sort the risk report from A or high/low.
Download
To export a CSV file of the risk report select Export in the top right corner.