FINANCE & AR · CREDIT CONTROL
Make the credit decision before shipment, then manage receivables, promises to pay and collection actions on one traceable customer balance.
CREDIT CONTROL BEFORE SHIPMENT
Shipment decisionRelease the shipment under the agreed policy
Shipment decisionHold the shipment and assign a cause review
Shipment decisionRoute for approval without bypassing control
Shipment decisionUpdate receivables and repeat the order check
AGEING IS A DECISION QUEUE, NOT JUST A REPORT
Next actionKeep current receivables separate from overdue debt
Next actionRecord the cause and promise to pay
Next actionReview the next-order terms and collection plan
Next actionRecord the decision, restriction and escalation route
COLLECTIONS AS A MANAGED WORKFLOW
Step outcomeThe receivable enters the work queue under a defined rule
Step outcomeEveryone can see who reviews the cause and when
Step outcomeThe promise is verifiable instead of hidden in messages
Step outcomeThe open balance changes on confirmed evidence
Step outcomeThe next order receives an up-to-date decision
END-TO-END SETTLEMENT TRACE
Process outcomeFinancial context for the specific order
Process outcomeConfirmed creation of the customer obligation
Process outcomeEvidence for the due date and ageing bucket
Process outcomeFull or partial settlement of receivables
Process outcomeCurrent input for the next credit decision
Receivables, exposure and actions follow the agreed organizational structure.
Rate source and conversion timing follow the project's accounting policy.
Documents and payments form a traceable customer balance.
Every exception and collection action retains its owner and evidence.
BEFORE ENABLING FINANCE & AR
Name the owners of limits, overdue balances, exceptions, reconciliation and escalation.
Define payment periods, limits, holds and recheck conditions.
Agree which documents, statuses and dates confirm debt and payment.
Define how orders, shipments, invoices, payments and returns are matched.
Allocate master data, accounting entries and ownership between Smartup and the accounting system.
For the finance decision
The credit rule must be visible in the order before shipment. After shipment, collection must retain the promise to pay, next contact and accountable owner; Finance & AR does not replace the general ledger or full accounting system.
No. It supports credit rules, payments, limits and ageing within distribution; full accounting remains in the agreed accounting system.
The rule must not be hidden. Agree limits, exception grounds, authority and the decision log so Finance and Commercial manage one process.
Test the payment source, confirmation point, allocation and retry rules. A disputed amount should enter reconciliation rather than automatically changing the customer decision.
Platform scale
Shared customer, outlet and SKU master data connects each operation with sales, inventory, finance and analytics.
active mid-sized and large companies in Central Asia
daily active users
confirmed integrations
Tell us where receivables and payments are recorded, how credit limits are set and who approves exceptions. We will select a scenario to review.
