The AI Customer Risk Indicator helps sales and credit-control users assess a customer before confirming a Sales Order or Direct Sales Invoice.

After selecting a customer, the indicator displays the overall risk level:

• Low: Acceptable payment history and credit exposure.
• Moderate: Some overdue balances or approaching the credit limit.
• High: Significant payment or credit concerns requiring review.
• No Data: Insufficient payment history for an assessment.

Click the indicator to view:

• Payment Reliability: On-time, late, partially paid, and unpaid invoices.
• Current Credit Exposure: Receivables, overdue invoices, open orders, uninvoiced deliveries, and the current transaction.
• Physical Return Activity: Customer returns recorded during the evaluation period.

For cash invoices, the current invoice is displayed but is not added to credit exposure.

The indicator supports decision-making and does not replace the organisation’s credit-approval policies.