Credit Space includes the overview metrics for collection progress, overdue accounts, balances, and rental performance.
Overview metrics -> collection visibility -> balance tracking
Use Credit Space to manage rental-related financial activity. The space gives authorised Credit users a focused Rental Tracker for monitoring rental accounts, outstanding payments, collection progress, overdue customers, and payment follow-up.
Credit workspace
Use Rental Tracker to monitor outstanding balances, paid amounts, repayment schedules, invoice status, remarks, activity logs, and customer follow-up from one focused Credit Space.
Use this section to scan the collection-side tools available in Credit Space before opening the detailed sections below.
Credit Space includes the overview metrics for collection progress, overdue accounts, balances, and rental performance.
Overview metrics -> collection visibility -> balance trackingThe rental records area shows customers, outstanding balances, overdue states, and collection follow-up status.
Rental records -> overdue view -> customer follow-upPaid amount, repayment plans, invoice state, and schedule progress are all visible from the same workspace.
Paid amount -> repayment plan -> invoice stateEach rental account links to remarks, payment context, and deeper record detail for review.
Account detail -> remarks -> record contextCredit users can also inspect who updated a record, what changed, and when collection actions happened.
Change history -> updater trace -> follow-up auditCredit users see the Rental Tracker tools needed for collection follow-up and rental account monitoring.
Shows outstanding balances, paid totals, collection rate, and overdue windows that need immediate attention.
ReviewHighlights overdue customers, payment expectations, remarks, invoice state, and the next collection checkpoint.
OpenTracks who updated a record, what changed, and whether proof or remarks were added along the way.
CheckThese cards map the main parts of Credit Space before users go deeper into a specific rental account.
Total outstanding, total paid, collection rate, due windows, and top overdue visibility.
Order number, customer phone, recurring amount, deposit, due dates, invoice state, and remarks.
Customer info, item list, repayment schedule, order totals, supporting files, and update context.
Payment updates, rental status changes, invoice actions, and before-and-after audit values.
These indicators usually drive which accounts should be opened first on the rental tracker list.
Shows unpaid rental exposure so collection focus stays on the biggest open balances.
Shows how much has already been collected in the selected time period.
Shows payment performance together with due-soon and overdue ageing buckets.
Highlights risky accounts, tracker trends, and the customers that need immediate attention.
Follow the same path when reviewing dashboard metrics, rental records, details, and status updates.
System verifies Credit permission and opens the Rental Tracker workspace.
Outstanding balances, due windows, and top overdue accounts help set priority.
Search, filter, and inspect the account list by customer, order, status, or due state.
Open a record, update payment or rental status, add remarks, attach proof, and keep the audit trail clean.
These areas support the detailed review work after a KPI or overdue record has been identified.
Date range, current month, yearly view, charts, reset, refresh, and customizable KPI visibility.
Customer details, item lines, order totals, repayment schedule, and shortcut navigation.
Status updates, invoice changes, remarks, payment proof, and before-and-after value tracking.
Credit Space works best when remarks are short, payment proof is attached early, and status changes match the real collection situation.
Use dashboard counters and charts to decide which rental accounts need attention first.
Total Outstanding
Shows unpaid rental amount so Credit users can monitor outstanding collections.
Total Paid
Shows collected rental amount so the team can track paid revenue.
Collection Rate
Displays payment performance and helps users understand collection efficiency.
Overdue Categories
Groups overdue rentals by Due Within 7 Days, Overdue 1-30 Days, Overdue 31-60 Days, and Overdue 60+ Days.
Dashboard Controls
Supports date range, current month, yearly view, customizable KPIs, search, filters, full screen, reset, and refresh.
Charts and Insights
Includes Outstanding vs Paid bar chart, Outstanding vs Paid mix pie chart, top overdue customers, sidebar chart, and tracker legend.
Scan the list to find the right rental order, check payment status, and continue follow-up.
Order Number
Uniquely identifies the rental record and can be used for searching, filtering, copying, and follow-up.
Order Date
Shows when the rental order was created or recorded.
Recurring Payment
Displays recurring rental payment information and monthly payment expectations.
Deposit
Shows rental deposit information where applicable.
Customer Phone
Allows the Credit user to identify and contact the customer or tenant efficiently.
Status and Dates
Shows rental status, payment status, due dates, invoice status, and important timeline information.
Activity, Invoice, and Remarks
Tracks payment activity, invoice updates, notes, remarks, and follow-up records.
Open a record when the team needs full context before editing payment status or adding remarks.
Customer Information
Customer name, phone number, address, and delivery date for contact and rental tracking.
Order Information
Order number, secondary order number, sales date, business unit, order type, total amount, total sales, and total deposit.
Item List
Searchable item list with item name, delivered quantity, add-on quantity, returned quantity, and unit price.
Repayment Schedule
Month, due date, recurring payment amount, and repayment status so Credit users can monitor collection timelines.
Shortcut Navigation
Jump-to shortcuts help users move between customer, order, item, and repayment sections quickly.
Use activity history to review status changes, invoice updates, remarks, and before-and-after values.
View Log
Opens Rental Tracker activity history so users can track changes made to rental records.
Change Details
Shows who made the change, when it happened, the activity type, and the before-and-after values.
Order Number Filter
Filters logs by order number so users can inspect a specific rental order history.
Status and Invoice Updates
Tracks payment status, rental status, invoice status, and payment-related updates.
Audit Trail
Maintains recent and complete change history for accountability, compliance, and review.
The system keeps Credit Space scoped to authorised users and refreshes tracker data after each action.
These habits help authorised Credit users keep rental collection history clear.
Use overdue categories and top overdue customers to decide which records need attention first.
Review repayment schedule, payment status, invoice status, and activity logs before updating a record.
Use remarks and payment proof to make follow-up history easier for other authorised users to understand.