---
title: AI Customer Risk Indicator
description: "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…"
url: "https://wiki.ixerp.net/wiki/ai-customer-risk-indicator/"
updated: "2026-07-17"
category: iX ERP Sales
---

# AI Customer Risk Indicator

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.