Product roadmap
Roadmap context appears where useful, without presenting planned community or automation features as shipped.
Resources
A practical library for tracking credit visually.
Use guides, best practices, insights, and support paths to understand the current Credit Reaper workflow: companies, entities, credit lines, evidence, reports, access, notifications, and limits.
Resource hub
Start with the job you are trying to finish.
These resources are safe to browse while logged out and link to current app workflows where useful.
Guides
Step-by-step product guidance for setup, credit lines, evidence, reports, access, and billing.
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Insights
Credit-operations articles about evidence, shared records, and multi-entity workflows.
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Community
Planned community categories with a clear support path while discussions are not live.
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Best practices
Operating habits for terms, evidence, entity-scoped access, notes, and monthly reviews.
View detailsFeatured guides
The highest-value walkthroughs.
Use these first when reviewing setup, credit tracking, evidence, access, reports, and plan limits.
Getting started with Credit Reaper
Set up the first workspace records: sign in, choose a company path, add an entity, create a credit line, and review the dashboard.
Understanding credit linesLearn credit provider/recipient roles, credit amount versus current available balance, statuses, lifecycle dates, notes, documents, and activity.
Tracking usage termsUse expected, minimum, and maximum usage guidance to spot below-range, on-track, near-limit, and over-limit credit behavior.
Adding supporting documentsUpload, download, and archive evidence such as agreements, invoices, statements, receipts, images, and related files.
Managing users and accessUnderstand owner, admin, member, viewer, and entity-scoped users, plus access requests and invitations.
Reading reports and dashboardsRead dashboard KPIs, aging balances, exposure by entity, recent activity, and visual/table report modes.
Best practices
Practical operating habits before automation.
These topics focus on what teams can do today while broader workflow automation continues to expand.
Create clear credit terms
Name the parties, purpose, credit amount, expected usage range, lifecycle dates, eligible products/services, and any operational context teammates need later.
View detailsAttach evidence early
Upload agreements, invoices, receipts, statements, screenshots, or related files while the context is fresh.
View detailsReview usage monthly
Review below-expected, near-maximum, and over-maximum usage before disputes or renewal decisions pile up.
View detailsNext step
Looking for setup help?
Use guides and support topics for the current setup path, with deeper content added over time.