Approving and declining
Set the credit line, terms and next review, add a note, and tell the applicant.
Open any file and choose Approve or Decline. Admins and credit managers can both decide.
Approving
- Set the credit line
It starts at what the applicant asked for. Change it to the line you are opening.
- Pick the payment terms
Net 10, Net 15, Net 30, Net 45, Net 60 or COD.
- Choose when to review it
In 6, 12 or 24 months, or no review. The date shows on Accounts, so reviews do not slip.
- Add a note if you want
A short note to the applicant, or for the file.
The customer then appears on Accounts with their line, terms and review date.
Declining
Add a note if you want, and confirm. The decision is recorded on the file with the time.
Telling the applicant Pro
On Pro and during the free trial, the decision window has a box to email the decision to the applicant. An approval email gives the credit line. A decline email tells them they can keep buying on COD or prepaid terms. Your note is included in both. It is on by default, and you can untick it for any decision.
On Starter, decisions are recorded but not emailed. Reach the applicant the way you normally would, and leave a note on the file.
Changing your mind
Reopen decision on the file puts it back to review, so you can decide again.