Geschäftsjahr definieren
Jedes Unternehmen hat sein eigenes Geschäftsjahr. Ob sich dies mit dem Kalenderjahr deckt, oder doch abweichend ist, spielt keine Rolle. Sie konfigurieren das Geschäftsjahr so wie es für Ihr Unternehmen erforderlich ist.
Gleiches gilt auch für die Perioden, in welche die Buchungen einfließen sollen.
Um die Buchungen auch in den richtigen Zeiträumen zu haben, können Sie in IT IS easy business Perioden sperren, wenn diese nicht mehr bebucht werden sollen, bzw. Geschäftsjahre auch abschließen.
Real-Time Notifications When Credit
Limit is Exceeded
Imagine this:
A customer places a new order, but their previous invoices are still unpaid. Should you accept the new order?
With ITISeasy Credit Limit, you'll receive an instant notification when:
The customer’s credit limit is exceeded
Open invoices surpass the allowed balance
An order is attempted that would breach the limit
Example Alert:
“Credit Limit Exceeded – Customer must pay €4,000 before proceeding with this €14,000 order.”
Why You Need Credit Control in Your ERP
Avoid revenue losses due to bad debt
Prevent order bottlenecks caused by overdue payments
Maintain customer relationships with professionalism
Free your finance team from manual credit checks
Why You Need Credit Control in Your ERP
Avoid revenue losses
due to bad debt
Prevent order bottlenecks caused by overdue payments
Maintain customer relationships with professionalism
Free your finance team from manual credit checks
How It Works – Behind the Scenes
How It Works – Behind the Scenes
1. Set Individual Credit Limits Per Customer
In the Sales & Purchasing settings, you can:
Set a custom credit limit (e.g., €10,000)
Define payment terms (e.g., 30 days net)
Activate automatic limit checking
2. Automatic Checks at Order or Quotation Stage
Whenever your team tries to:
Confirm a quotation
Place a new sales order
Process a delivery
The system performs an automatic credit check based on:
Open invoice total
Credit limit threshold
Pending orders
If the customer has crossed their limit, the system prevents confirmation or displays a warning.
1. Set Individual Credit Limits Per Customer
In the Sales & Purchasing settings, you can:
Set a custom credit limit
(e.g., €10,000)
Define payment terms
(e.g., 30 days net)
Activate automatic limit checking
2. Automatic Checks at Order or Quotation Stage
Whenever your team tries to:
Confirm a quotation
Place a new sales order
Process a delivery
The system performs an automatic credit check
based on:
Open invoice total
Credit limit threshold
Pending orders
If the customer has crossed their limit, the system prevents confirmation or displays a warning.
Inventurbewertung
Aktuelle Bestände, bzw. der Warenwert an Ihrem Lager spielt natürlich auch eine wesentliche Rolle beim Jahresabschluss und muss zum Stichtag ermittelt werden.
IT IS easy business unterstützt Sie hierbei schon mit der laufenden Inventurbewertung, bzw. der generellen Bestandsführung, die jede Bewegung der Warenflüsse dokumentiert und Ihren Bestand damit auf dem Laufenden hält. Für die Bewertung stehen diverse Optionen im System zur Verfügung. Auch komplett automatisiert. Die Inventur kann selbstverständlich systemgestützt vorgenommen werden.
Abgleich mit Steuerberater
Hinsichtlich aller relevanten Abschluss-, bzw. Eröffnungsbuchungen und Rückstellungen bzw. Vorträgen, die getätigt werden müssen, arbeiten viele Unternehmen mit einem Steuerberater zusammen, oder buchen selbst in DATEV.
IT IS easy business nimmt Ihnen dabei doppelte Arbeit ab und ermöglicht sowohl den Export von IT IS easy business an DATEV, als auch den Import von Daten aus DATEV nach IT IS easy business. So können beispielsweise Anpassungen durch den Steuerberater, oder Abschlussbuchungen übernommen werden.
Use Case
Example
Customer A has a defined credit limit of €10,000.
Their outstanding balance is €9,800. They try to place an order worth €14,000.
The Result?
Order cannot be confirmed
A system alert is triggered
They are informed of the excess amount: €13,800
(current order + unpaid balance – credit limit)
Use Case
Example
Customer A has a defined credit limit of €10,000.
Their outstanding balance is €9,800. They try to place an order worth €14,000.
The Result?
Order cannot be confirmed
A system alert is triggered
They are informed of the excess amount: €13,800
(current order + unpaid balance – credit limit)
You can now decide to:
Put the order on hold
Send a payment reminder
Offer a new credit evaluation
Or escalate the case to the finance team
You can now decide to:
Put the order on hold
Send a payment reminder
Offer a new credit evaluation
Or escalate the case to the finance team
Centralized Credit Management Dashboard
Track all credit activities in one place:
List of customers near or over the limit
Outstanding balances with due dates
Overdue invoice reports
Order status affected by credit hold
Centralized Credit Management Dashboard
Track all credit activities
in one place:
List of customers near
or over the limit
Outstanding balances
with due dates
Overdue invoice reports
Order status affected by
credit hold
Access the ITISeasy Finance Dashboard
Proactive Credit Risk Handling
Stop problem orders before they become revenue write-offs
Increase cash flow by encouraging prompt payment
Empower your team to make smart credit decisions backed by real-time data
Proactive Credit Risk Handling
Stop problem orders before they become revenue write-offs
Increase cash flow by encouraging prompt payment
Empower your team to make smart credit decisions backed by real-time data
Secure and Role-Based
Only authorized users (e.g., sales managers, finance officers) can:
Secure and Role-Based
Only authorized users (e.g., sales managers, finance officers) can:
Override credit
holds
Update credit
limits
Confirm at-risk orders with elevated privileges
Override credit
holds
Update credit
limits
Confirm at-risk orders with elevated privileges
Works Seamlessly with Other Modules
Integrated across all key modules:
Sales & CRM
Accounting & Invoicing
Project Billing
Business Dashboard
No manual syncing required — everything updates in real-time.
Works Seamlessly with Other Modules
Integrated across all key modules:
Sales & CRM
Accounting & Invoicing
Project Billing
Business Dashboard
No manual syncing required — everything updates in real-time.
Your Finance Team’s New Favorite Tool
With ITISeasy.business Credit Limit:
Your Finance Team’s New Favorite Tool
With ITISeasy.business
Credit Limit:
Reduce approval
delays
Improve order processing speed
Protect
revenue
Maintain healthy customer accounts
Reduce approval
delays
Improve order
processing speed
Protect
revenue
Maintain healthy
customer accounts
Ready to Strengthen Your Financial Workflow?
Contact us for more information
Request a demo
Learn how ITISeasy.business improves cash flow
Explore ITISeasy Invoicing Features
Get to knnow our ITISeasy.suite
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