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

Why Choose Easy Credit Control?

Easy Credit Control isn’t just another Business Central app—it’s a game-changer. Designed with credit controllers in mind, it offers a dedicated profile and powerful tools that bring key tasks, statuses, and analysis right to your welcome screen. With this intuitive solution, you can:

  • View Customers from an Aged Debt Perspective: Instantly access outstanding payments and prioritise follow-ups efficiently.
  • Centralise Communication and Actions: Attach notes and assign tasks directly to specific invoices or customer accounts.
  • Streamline Task Management: Track who’s chasing which client, what the discussion entails, and any agreed next steps.
  • Boost Team Efficiency: Eliminate confusion around responsibilities and ensure everyone stays aligned on credit control actions.

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 actions into a standard Reminder documents which 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 for Your Business

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

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.

Are you using our Credit Control Notepad App?

We are excited to announce that we are moving from Credit Control Notepad, a PTE (Per Tenant Extension) App, to 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.

Ready to Simplify Your Credit Control Process?

Don’t let miscommunication or overlooked tasks disrupt your cash flow. With our Credit Control apps, you can stay organised, improve team collaboration, and manage your receivables with confidence. Get started today – reach out to your account manager to discuss your needs and find the perfect solution for your business.

About TVision’s Business Central Apps

At TVision, we’ve developed a range of Microsoft Business Central apps designed to simplify and enhance your daily operations. Built and tested by our in-house experts, these extensions fill gaps where standard Business Central functionality may fall short.

Our apps are:
✅ Easy to set up
✅ Include training to get you started
✅ Available on a flexible monthly subscription

Don’t see exactly what you need? Let us know! We’re always looking to develop new tools to meet your unique requirements.