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Business Insights

Quickly credit check customers and suppliers

  • Simple Setup - Simply install our plugin and enter your account details
  • Authoritative - uses official financial information and reliable credit scoring

The Business Insights service obtains the recommended credit limit for a customer or supplier record from a company name or address. It can be accessed simply by clicking the "?" button next to the credit limit field.

If a company registration number is already present in the Credit Ref field, the latest credit limit will be set on the record immediately. Otherwise you are shown a search screen to identify the correct company to credit check first.

After retrieving the latest credit limit, the Last Credit Review field is also updated so you can always see how up to date your credit limit is and whether you need to perform a new check to refresh the record.

Get Started

Use the buttons below to install the Data8 Sage plugin and access to the How To Guide.

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