Can I see detailed payment history for each client?
Absolutely! Each client profile shows complete payment history, outstanding balances, payment patterns, credit terms, and communication history. Perfect for credit decisions and relationship management.
Heffl provides comprehensive client financial profiles for informed business decisions:
Payment History Overview
- Complete chronological payment timeline
- Payment method preferences and patterns
- Average payment time and reliability score
- Outstanding balance breakdown by age
Credit Management
- Set and track credit limits for each client
- Automatic credit hold when limits exceeded
- Payment term history and modifications
- Credit risk assessment based on payment behavior
Relationship Insights
- Total revenue generated by client
- Purchase frequency and seasonal patterns
- Communication history and touchpoints
- Upselling and cross-selling opportunities
Actionable Features
- Automated follow-ups for overdue payments
- Early warning alerts for payment delays
- Client communication templates
- Payment plan setup and management
