Know who you're
giving credit to.
One record per customer, with a trade credit profile. Limits are held at the till and on every invoice, and branch offers and bought-together suggestions give people a reason to come back.
Every customer,
one record.
Contact details, what they owe and recent documents in one place.
Limits apply at the till and on invoices.
Branch offers and bought-together suggestions at the till.
One record,
every branch.
Each customer has one record across your locations, with their details, what they owe and their recent invoices and payments.
- Shared across every location
- Balance owed comes from the books
- Recent invoices and payments in one place
Credit limits
that actually hold.
Give a customer a limit and Momentum enforces it where they buy: at the till and on invoices. A sale that would take them over doesn't go through.
- A limit per customer
- Checked at the till and on every invoice
- Limit changes kept in the audit log
Give them a reason
to come back.
Run promotions branch by branch, and let the till suggest what's often bought together, so regulars find something new.
- Offers and promotions per branch
- Bought-together suggestions at the till
Everything you need
to sell on credit safely.
What a customer owes comes from the ledger, not a separate list.
A change to a credit limit keeps the old value, the new one and who made it.
200+ permissions decide who can change customers and their limits.
The same customer record at every store you run.
The rest of the platform
Sell on credit
without the worry.
Book a walkthrough and see a credit limit hold at the till and on an invoice.
- 1A customer's trade credit profile
- 2A sale stopped at the credit limit
- 3Branch offers and bought-together suggestions