How do I manage my clients' solvency?

Sequence provides creditworthiness ranks that you can apply to your clients when creating invoices. To create a new rank and apply it to an invoice, follow these steps:

1. Click on your name.
2. Click on "My Company."
3. Navigate to the "Customer solvency" tab.
4. Click on "Add Rank" to create a new solvency level.
5. Fill in the corresponding fields.
6. Payment terms can be applied to clients so that they reflect as an expiration date when creating an invoice.
7. Once finished, click "Confirm."

Applying the Rank to a Client

1. Go to the Sales section.
2. Click on "Clients."
3. Select a client to access their profile.
4. Click on "Edit" to modify the client details.
5. Navigate to "Additional Information."
6. Select the creditworthiness rank you just created.
7. Click "Validate" to apply the changes.

1. Click on the three dots to create a new invoice.
2. Select "Create an Invoice."
3. When creating the invoice, you will see that the creditworthiness rank of the client is applied to the invoice's expiration date.
4.