CNC — Credit & Collection

Everything included in this module.

• Customer Credit LimitsAvailable

  Review configured limits and customer exposure with assigned approval authority.

• Outstanding ReceivablesAvailable

  Follow unpaid invoices and outstanding balances in the assigned scope.

• Collection Planning & TargetsAvailable

  Assign collection follow-ups and review target progress.

• Payment ReceiptsAvailable

  Submit payment details for Accounts verification and authorized posting.

• Aging ReportsAvailable

  Group outstanding invoices by due-date/aging context.

• Collection Reminders (Email/WhatsApp)Available

  Send permitted reminders using configured communication providers.

• Dispute & AdjustmentAvailable

  Track customer disputes and route adjustments to the authorized approver.

• Collector PerformanceAvailable

  Review assigned collector activity and recorded collection outcomes.

• CNC DashboardAvailable

  Bring credit reviews, follow-ups, disputes and payment submissions together.

• Customer credit accounts with credit limit, payment terms and approval recordAvailable
• Credit-account lifecycle: pending, approved, suspended or closedAvailable
• Customer exposure review before the configured order approvalAvailable
• Invoice collection cases with outstanding amount, due date and assigned collectorAvailable
• Collection lifecycle: open, promise, disputed, settled or written offAvailable
• Case timeline for calls, visits, promises, disputes, notes, escalation and reported paymentAvailable
• Follow-up queue, promised amount/date and due-invoice aging contextAvailable
• Cash, bank, cheque or other payment submissions with external referenceAvailable
• Separate payment review: pending, approved, rejected, then authorized posting linked to the general ledgerAvailable
• Receipt submission and independent reviewAvailable

  Create a customer receipt, submit it, and require a different authorized reviewer to approve or reject. Rejection requires a reason.

• Approved-receipt allocationAvailable

  Allocate only approved receipts to the same customer and currency, with remaining receipt/invoice balance checks and a CNC subledger entry.

• Customer receivables and CNC subledgerAvailable

  Record invoice due dates and currency, then inspect a customer ledger and currency-grouped balances. This is not a completed general-ledger integration.

• Credit notes and allocation reversalsAvailable

  Submit adjustment requests and post the source adjustment only after independent authorized review.

• Bank deposits and statement matchingAvailable

  Record company bank metadata, review deposits independently, import statement lines and manually match eligible approved deposits. This does not initiate a bank transfer.

• Bank reconciliation exception queueAvailable

  Inspect stale pending deposits, unmatched statement lines and approved deposits awaiting a match.

• Collector cash handoverAvailable

  The receipt collector can submit a bounded handover against their approved receipt. A different authorized reviewer verifies or rejects it.

• Collector daily closingAvailable

  Compare approved receipts with verified handovers by collector, date and currency; require an explanation for shortage/excess and independent review.

• Field collection routes and visit outcomesAvailable

  Plan collector routes, record visits and allow the assigned collector to complete or mark no-contact. Optional submitted coordinates are not independently verified device GPS.

• Recovery targets and provisional performanceAvailable

  Set period/currency targets and compare approved receipt amounts. These figures do not prove bank-settled recovery; visit performance is a separate count.

• Incentive proposals and independent approvalAvailable

  Configure basis-point plans, calculate eligible claim proposals and route claims to independent review. Approval is not payroll payment.

• Promise-to-pay and dispute workflowsAvailable

  Record promises, fulfillment/break/cancel states, disputes, escalation and resolution. Forecast summary is descriptive, not predictive AI.

• Collection follow-up queueAvailable

  Schedule follow-ups, complete/cancel tasks, generate reminder records and review a supervisor queue.

• Communication templates and campaignsAvailable

  Record templates, campaign approval, planned communication history and manually reported outcomes. A manual status is not provider-verified delivery.

• Customer consent and opt-outAvailable

  Store purpose/channel preferences with change history and cancel queued notices when consent is withdrawn.

• Notification queue and controlled recoveryAvailable

  Use consent checks, idempotency keys, attempts, dead-letter records and independently reviewed recovery requests in the notification foundation.

• Provider adapter and webhook foundationRequires provider setup

Related role applications.

Assigned team

Supervisor App

Review assigned team progress and raise operational issues with the responsible department.

View application purpose →Web & mobile app

Credit & Collection

CNC / Credit & Collection App

Assigned credit accounts, invoice collection cases, follow-up timelines and payment submissions for Accounts review.

View application purpose →Web & mobile app

Each person only sees the modules and records their role allows.

Where this module connects.