Credit workflows
Understanding credit lines
Learn credit provider/recipient roles, credit amount versus current available balance, statuses, lifecycle dates, notes, documents, and activity.
Walkthrough
- Name the relationship clearly
Use a title and description that a finance or operations teammate can recognize later.
- Choose credit provider and recipient entities
The credit provider makes credit available. The credit recipient can use credit under that business agreement.
- Record the credit amount
The credit amount is the starting credit value. Current available balance is service-managed from transactions.
- Use status deliberately
Draft, active, paused, disputed, and closed statuses help teams separate setup, operating, issue, and historical records.
