You can view your customers’ credit scores and limits in the following manner:

  1. Via a customer's credit tab

  2. Via a customer’s icon avatar

  3. Via the customer list


Credit tab:

  1. Click on Customers on the left-hand navigation

  2. Click into a particular customer profile

  3. On the customer’s profile, click on the Credit Risk tab


You’ll be presented with both the customer’s credit score and their credit limit. 



Customer list:



Icon avatar:


  1. Hover over any company's avatar to highlight their credit score.