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    Credit management

    Sparkrock 365 provides the capability for you to manage all credit that is granted to customers through the credit management functionality. This functionality allows your collections team to get an overview of accounts.

    To view credit information for a customer

    1. Choose Lightbulb that opens the Tell Me feature., enter credit management, and then choose the related link.

      The Credit Management page opens.

    2. Select the customer for which you want to view credit information.

      The corresponding FactBoxes on the page update and display a snapshot of this customer’s credit information.

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    All Rights Reserved | Sparkrock © 2025