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Payments and Trade Accounts

Planned

Taking payment for smaller jobs and managing trade account terms.

Company context: All Companies

What this module does

  • Support card payment for one-off and smaller-value orders.
  • Hold trade account terms, credit limits and payment history per customer.
  • Flag accounts on stop before a quotation is issued.
  • Reconcile payments against orders and quotations.

Demo status

This module is planned. No payment provider is connected and no financial data is held in this prototype.

No live system is connected
CARL, the Flamekut Profiles AI operating partner
CARL in this module

CARL will flag credit and payment risk at the point of quoting, not after delivery.

Credit decisions remain entirely with the business.

Ask CARL about this module