Clever Credit

by Clever DynamicsMicrosoft 365Paid

Manage overdue balances and credit limits in Microsoft Dynamics 365 Business Central.

Facts verified marketplace.microsoft.comAd-free rankings
PRICINGPaid
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
Clever Credit — screenshot from the Microsoft Marketplace listing

What it does

Clever Credit automatically places sales orders on hold when a customer has overdue balances or an order would exceed the agreed credit limit. It shows outstanding balances by account and credit controller, schedules follow-up calls and to-dos, and supports account-level credit authorisation limits and grace periods. Credit controllers can access information for dispute resolution.

Key capabilities

from the Microsoft Marketplace listing

Sales order holds

Places sales orders on hold for overdue balances or credit limit breaches.

Balance visibility

Shows outstanding balances by account and credit controller.

Follow-up tasks

Creates diarised follow-up calls and to-dos.

Credit authorisation

Supports account-level authorisation limits and grace periods for releasing sales orders.

Dispute information

Provides credit controllers with information for dispute resolution.

Who it's for

SME businesses, Credit Control teams, and Credit Controllers.

How it compares

Clever Credit is a paid cloud add-in. CS Transfer Management and CS Preorder Manager are free cloud alternatives, while dynamic commerce Coupon Codes, Journal Allocation Tool, and plentymarkets are paid cloud alternatives. CS Transfer Management, dynamic commerce Coupon Codes, and Journal Allocation Tool were updated in Jul 2026; CS Preorder Manager was updated in May 2026; plentymarkets was updated in Nov 2024.

NamePricingDeploymentUpdated
Clever Creditthis pluginPaidCloud
CS Transfer ManagementFreeCloud
CS Preorder ManagerFreeCloud
dynamic commerce Coupon CodesPaidCloud
Journal Allocation ToolPaidCloud
plentymarketsPaidCloud

In the catalog

200 plugins in Dynamics 365 Business Central · Sales

Price distribution: 11 free, 5 freemium, 178 paid, 6 price not published

Pricing & deployment

Platform
Microsoft 365
Product
Dynamics 365 Business Central
Deployment
Cloud
Pricing
Paid

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What the vendor says

«Who's making sure you're getting paid on time? Give your SME business better control of overdue balances and approaching credit limits in Microsoft Dynamics 365 Business Central with Clever Credit – and ensure you get paid on time, every time. Even for a profitable, well-run company, running low on cash is a huge …»

Official marketplace listing

Publisher
Clever Dynamics
Updated on marketplace
Facts verified

Tags

clevercreditmanagement