Help for running credit workflows in Credit Reaper.

Choose the company container, add profile details and logo, then use entities for brands, stores, vendors, or service providers.

Create recognizable business entities with type, contact, region, description, and logo context.

Select credit provider and credit recipient entities, record the credit amount, set status, and add usage terms when helpful.

Add usage, reconciliation, adjustment, or reversal events so service-managed balances stay explainable.

Attach agreements, invoices, receipts, statements, images, and other source files to the credit line they support.

Review role, status, company scope, entity assignments, and pending access requests before changing user access.

Use dashboard KPIs, aging balances, exposure by entity, and recent activity to spot records needing attention.

Check plan usage, limit pressure, subscription status, and support-assisted billing options.

Confirm your selected company, role, and whether an authorized user still needs to approve access.

Review usage counts, archived or inactive records, and whether support should help evaluate a plan change.

Check file type, size, connection, and upload service availability before retrying or contacting support.

Pending requests wait for authorized review. Do not assume email delivery unless the notification or outbox state confirms it.

Confirm you have a company, at least two useful entities or a clear counterparty path, permissions, and plan capacity.

Some billing actions are support-assisted or depend on Stripe configuration. The plan usage view is still useful for review.