Finance AI Skill

Customer Credit Management

Manage end-to-end customer credit including credit applications, limit setting, ongoing monitoring, collections coordination, and credit insurance. Use when onboarding customers with credit terms, managing credit holds, negotiating payment terms, coordinating with collections on delinquent accounts, or managing credit insurance policies. Triggers on phrases like "customer credit", "credit terms", "credit hold", "payment terms negotiation", "credit application", "credit limit increase", "delinquent account", "credit insurance", "accounts receivable risk", "customer payment ability".