Custom CreditDevice integration development
Appfront builds integrations with CreditDevice, the credit management software for credit information, debtor management and credit insurance policy management. CreditDevice already integrates with accounting packages and payment solutions, among others. For anything it doesn't cover, we build the integration: invoices and payments from your own invoicing or ERP, credit limits checked when orders are accepted in your own system, and debtor figures in your own dashboard.
What is a CreditDevice integration?
CreditDevice is credit management software: credit information on customers, debtor management with reminders and payment arrangements, and policy management for credit insurance. It integrates with accounting packages and payment solutions, among others. For businesses with their own ERP, order system or customer portal, a custom integration is needed so that CreditDevice and the rest of the business work from the same data.
Without an integration, invoices and payments are moved into CreditDevice by export, and debtor management falls a day or a week behind. A customer over their credit limit places a new order, and sales doesn't see it. Customer service doesn't know a payment arrangement is in place. And management wants to see outstanding items and payment behaviour alongside revenue, which someone has to pull together from exports.
We build custom integrations because they have to fit your business: which ERP or order system you use, where invoices and payments come from, how orders are accepted, and which figures you want to see. We look at the integration options CreditDevice offers in the first step, together with you and, where necessary, with CreditDevice. We usually start with invoices and payments, because that's where the backlog is.
Invoices and payments
Invoices and payments from your own invoicing or ERP into CreditDevice, without exports.
Limit at the point of order
Credit limit and risk status back in your order system, with a block when a limit is exceeded.
Debtors in view
Outstanding items, payment behaviour and arrangements in your dashboard and for customer service.
How we build your CreditDevice integration
We start with your systems: where invoices and payments come from, how orders are accepted, and where things currently fall behind.
Your ERP, order system, portal, customer service and dashboard.
CreditDevice connected to your systems, for invoices, payments and limits.
Testing with real debtors, error monitoring, and a log for each message.
Phased go-live, and maintenance when CreditDevice or your systems change.
What a CreditDevice integration does in practice
The components below come up in almost every CreditDevice integration. Which ones you need depends on your systems.
Invoices
Invoices from your own invoicing or ERP.
Payments
Payments and credit notes, processed the same day.
Credit limit
Limit and risk status fed back to order acceptance.
Block
A block or signal when a limit is exceeded.
Agreements
Status of reminders and arrangements for customer service.
Dashboard
Outstanding items and payment behaviour in your dashboard.
Who we build CreditDevice integrations for
The integration is intended for businesses that use CreditDevice alongside their own systems.
Wholesalers
Many orders on account. The limit at the point of order is the core.
Manufacturers
Large customers with insured limits. Policy management matters most.
Business service providers
Invoices from an in-house system. Invoices without exports are what's needed.
Businesses with a portal
Customers who order themselves. The block in the portal is the core.
Technology and integrations
This page is about integrations with CreditDevice. For custom debtor management, see our page on debtor management software; for credit limits, our page on credit limit monitoring; and for collections, our page on collections software. You can read about how we work under building software.
Why choose Appfront for your CreditDevice integration?
A customer order over their limit is a risk that sales can't see. That's what we build around: invoices and payments without exports, the limit at the point of order, and debtors in view.
No backlog
Invoices and payments are in CreditDevice the same day.
Risk at the point of order
Sales sees the limit before the order is accepted.
Customer service knows
A payment arrangement is visible during the conversation.
Security and privacy in a CreditDevice integration
The integration handles data on customers, invoices, payments and creditworthiness: confidential financial data. Access credentials are stored encrypted and used only by the integration, with only the permissions it needs.
The integration runs in a European data centre, with encrypted storage, daily back-ups and a log of every message.
Frequently asked questions about a CreditDevice integration
Questions credit managers ask before getting started.
CreditDevice is credit management software. It provides customer credit information, receivables management with reminders and payment arrangements, and policy management for trade credit insurance. It is used by businesses that sell on account, from wholesalers to professional service providers.
Yes, with accounting packages and payment solutions, among others. Those are often enough. A custom integration is needed for your own ERP, order system, customer portal or dashboard that isn't on the list.
Yes. The limit and risk status from CreditDevice can be shown to the customer in your order system or portal. When an order exceeds the limit, it can be blocked or flagged, according to the rules you define. If a salesperson still wants to proceed, they can request approval from the credit manager, and that approval is recorded.
As soon as they are recorded in your own system, usually the same day. This means a customer who has already paid is not wrongly chased for payment. Credit notes and offsets follow the same route, so the outstanding balance in CreditDevice matches your accounts.
Yes. Reminders and payment arrangements from CreditDevice can be visible in your customer service system or CRM, so an employee knows what is going on before the customer mentions it. A new arrangement made by customer service can also be sent back to CreditDevice, so receivables management takes it into account. This way the business speaks with one voice to the customer.
The integration reports the problem and records what went wrong. The message is retried or set aside for review. An overview shows which messages have been processed, which are waiting and which need attention.
For businesses with their own ERP, order system, portal or dashboard alongside CreditDevice, where data is currently handled through exports. If you use an accounting package from the standard list, the standard integration is often enough.
CreditDevice and your own systems with the same data?
Tell us which systems you use alongside CreditDevice, where invoices and payments come from, and how orders are accepted. We'll show you what the integration would look like.