Victor · Credit checks Coming soon
Know who you’re giving credit to.
Victor will check a new customer’s credit before you trade, suggest a sensible credit limit and keep an eye on them afterwards.
What Victor will do
Credit checks, handled
A credit check in a minute
Ask Barbara to check a customer and get their credit score, a suggested credit limit, any County Court Judgments and the warning signs at Companies House.
A plain-English verdict
Low, medium or high risk and what that means, such as asking for payment up front, with the full report as a PDF.
Watches your customers
Get a WhatsApp alert if a customer’s score drops, a new judgment appears or their directors change. Dennis puts risky customers at the top of his chase list.
How it will work
Through the same WhatsApp chat as Barbara
Ask for a check
Send a customer’s name or company number to Barbara.
Confirm and run
Victor tells you what the check uses before it runs. Nothing is charged until you tap Check.
Decide with the facts
You make the call. Victor advises and never changes anything in Xero.
Connects to