Credit Reaper
Open workspace
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Getting started

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.

Audience
owners, admins, operators
Read time
6 min read
Updated
2026-05-20
Dashboard overview with credit tracking KPIs

Walkthrough

  1. Sign in or preview onboarding

    Use workspace sign-in/sign-up for account access. The onboarding preview lets teams review the setup flow before creating production records.

  2. Create or select a company

    A company is the workspace container for users, entities, limits, reports, and credit lines.

    Choose between creating a new company and connecting to an existing company
  3. Add the first entity

    Entities represent brands, stores, vendors, service providers, processing centers, or other parties involved in credit relationships.

    Form for creating the first business entity
  4. Create the first credit line

    Choose the credit provider and credit recipient, record the credit amount, add usage terms when useful, and keep the line in draft until it is ready.

    Form for creating a credit line between provider and recipient entities
  5. Attach evidence and review activity

    Use transactions, notes, documents, and activity to explain balance changes and decisions over time.

    Credit line transactions and activity history
Credit Reaper dashboard showing open balance, used amount, and records that need attention
Use the dashboard as the first health check after setup.
Active credit lines
Review active credit relationships, available balances, used amounts, statuses, and related entities.

Related guides

Understanding credit linesLearn credit provider/recipient roles, credit amount versus current available balance, statuses, lifecycle dates, notes, documents, and activity.Adding supporting documentsUpload, download, and archive evidence such as agreements, invoices, statements, receipts, images, and related files.Reading reports and dashboardsRead dashboard KPIs, aging balances, exposure by entity, recent activity, and visual/table report modes.