Credit Manager

Description

Credit Manager provides a business with accurate information of financial transactions and the tools to manage payments, debt and refunds with customers and clients.

Features

• Single Web Based Interface
  All user interaction is managed through a single website interface.  Depending upon associated User Roles, the dynamic and intuitive menu structure, provides navigation to all screens and processes required to perform a users Credit Management functions.
• Various account and transaction interfaces
  Credit Manager provides a business with a variety of interfaces in-order to add Client/Customer transactions and details.  This allows the system to be quicky integrated with existing processes and apllications to provide additional functionality to a businesss.  These interfaces can be extended to accomodate bespoke applications and processes.
• Customer/Client Form Generation
  Invoices, Credit-notes, Receipts and other forms can be generated and printed based on a wide variety of transactional triggers (e.g. Customer account has been credited).
  Credit Manager can create invoices with data imported from 3rd party invoicing and account manager software in accordance with business rules.
  Provides a configurable process for credit management that allows users to define the time periods in which customers and or clients are followed up regarding payments.
• Account Chase Alerts
  A wide extensible list of parameters can be configured in-order to provide reporting to ensure accounts are settled within a timely fashion.
• Manual Payment Processing
  Manual processing of cheque, cash, credit and debit-cards can be achieved allowing accounts to be settled, refunded or credited.
• Online Payment Processing
  The system has a credit card module that allows users to take card payments from customers in near real time with ICP's web services infrastructure. The system can be interfaced with a number of online payment merchants to allow customers to make secure online payments.
• Automated Account Settlement
  The system can be interfaced with a number of on-line payment merchants, to enable repeat automated processing based on Initial debit details (e.g. Initial purchase by Maestro Card).
  Batch receipts can be processed, based on data imported from 3rd party accounting systems and the ICP interface.
• Suspense Management
  Suspense management provides an area within the system to deal with transactions that have not been successfully classified to either an account or classification.  Suspense transactions are seen as a temporary holding area until resolved.
  Suspense management including refunds, invoice allocation and write offs of transactions in both an automated and manual process based on data imported from 3rd party accounting management systems.
• Extensive Reporting Facilities
  A large number of pre-made reports are available to differing user roles through the web interface.  These reports are available in a variety of formats including Excel, PDF and CSV as well as being viewable and printable on screen.
  Credit Manager utilises Microsoft's Reporting Services product, to allow creation and deployment of both ad-hoc reports and additional pre-made reports.
• Search facility
  Allows users to locate transactions based on a series of criteria.
• Active Directory Compatible
  The system can use existing Active Directory infrastructure to provide role and user security.
• SQL Server Database
  The application uses Microsoft's SQL Server database for storage and processing of all system data.

For More Information...

Please email enquiries@icraft.co.uk , use our online support form or telephone +44 (0)845 877 0010 if you are interested in finding out more about Credit Manager and how can be used in your organisation. We are happy to answer your queries.