TVT Add-ons - Easy Credit Control

Gain better visibility of your aged debt

Managing credit control effectively is essential for maintaining a healthy cash flow and keeping your business on track. With the TVT Easy Credit Control add-on you can optimise your credit control processes, gain better visibility of aged debt, and manage tasks more efficiently than ever.

Why choose TVT Easy Credit Control?

Standard Business Central offers basic credit control features like aged debt reports, but it’s missing the ability to log notes and assign tasks against specific invoices or customer accounts.

Without this, it’s difficult to know:

Who’s following up with which client
What the current status of the conversation is
What actions have been agreed upon and by whom

TVT Easy Credit Control solves these challenges by centralising all credit control activity in one intuitive platform, giving your team the tools they need to manage credit efficiently and maintain strong cash flow.

Key features

Dedicated profile for credit controllers Access the most common actions and links you need, all in one place.

Enhanced credit control card

A hybrid customer card that combines customer details, open transactions, and statistics in a single, easy-to-view page.

Flexible customer association

Associate customers with multiple credit controllers an enable auto-association for seamless task delegation.

Action creation and follow-up tasks

Create credit actions to keep a communication log with customers and enable easy follow-ups to stay on top of important tasks.

Reminder creation

Effortlessly turn a credit action into a standard reminder documents that uses the existing setup rules.

Debtor days (DSO) tracking

Monitor customer payment performance with improved DSO calculations, giving you a clearer view of overdue payments.

Open payment check list Improved filtering to quickly identify and address outstanding payments across customer accounts.

Staged payments tool Spread debt from a single invoice across multiple payments, available for both sales and purchase ledgers.

Smart setup wizard Get started quickly with a guided setup process that simplifies onboarding and configuration.

Benefits to your business

Instant access to outstanding payment details - view customers from an aged debt perspective
Centralised communication and actions - attach notes and assign tasks directly to specific invoices or customer accounts
Streamlined task management - track who's chasing which client, what the discussion entails, and any agreed next steps
Improved team efficiency - eliminate confusion around responsibilities and ensure everyone stays aligned on credit control actions

Are you using our Credit Control Notepad add-on?

We are excited to announce that we're moving from Credit Control Notepad, a PTE (Per Tenant Extension) add-on , to TVT Easy Credit Control (available from AppSource only). This change is designed to enhance your experience with more robust features and seamless updates.

Why the Change?

Enhanced functionality - Easy Credit Control offers advanced credit management tools that streamline your processes and improve efficiency.
Better support - Benefit from dedicated support and regular updates from AppSource.

TVT Easy Credit Control