The Credit Intelligence section in the Customer Insights tab provides key credit information to help you assess customer credit worthiness and manage exposure.
This includes credit scores, credit limits, and how much of the available credit is currently being used.
Where to Find Credit Intelligence
Navigate to the Customers page
Click on a customer to open their profile
Select the Insights tab
Look for the Credit Information box on the right side of the page
Supported CreditSafe Fields=
Kolleno is fully integrated with CreditSafe. Please note that fields such as Credit Score, Credit Limit, and Utilization are shown for demonstration purposes only.
We can configure your setup to import and display any field retrieved from a CreditSafe company report.
If you need to add specific CreditSafe data points to your dashboard that are not currently visible, please contact your Account Manager or Kolleno Support.
Updating Credit Limits
If the credit limit is not sourced from CreditSafe, you can update it manually:
Go to the customer's Configuration tab
Scroll to the Credit Limit section
Enter the new credit limit amount
Set the Credit Utilisation Alert percentage (optional)
Alternatively, click Update credit limit directly from the Credit Information box.
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