Credit information

Find this screen

Open: Settings > Organisational and Financial > Credit Information.

How to

Add a credit bureau

To add the details of a credit bureau to Sage 200:

  1. Either click Add or click below the bottom row in the Credit Bureau details table.

    A new row displays in the table.

  2. Add the name of the credit bureau and then tab into the next field.
  3. Add the address of the credit bureau's website. Start the address with www.

  4. Add the address of the checking page of the credit bureau's website. This is the page you will visit to run a credit check on new customers.

    The web page you enter here will be opened when the Credit Reference button is clicked on the Credit tab of the Enter New Account screen. Start the address with www.

  5. To set your new credit bureau to be the default that is displayed on the Credit tab of the Enter New Account screen click Set as Default.

    The word Yes displays in the Default column next to the credit bureau's details.

Set a bureau to be the default

To set one of the listed credit bureaus to automatically display when a new customer is being added to Sage 200:

  1. Click on the bureau's details in the table.

  2. Click the Set as Default button.

    A warning message asks you to confirm that you want to change the credit bureau default.

  3. Click Yes to acknowledge the message.

    The message closes and the word Yes is displayed in the Default column next to the credit bureau you selected.

Delete a bureau from

To delete a credit bureau's details:

  1. Click on the credit bureau's details in the table.

  2. Click Delete.

    A warning message asks if you are sure you want to delete the credit bureau.

  3. Click Yes to acknowledge the message and remove the credit bureau's details.

    The credit bureau's details are removed from the table.

  4. If the credit bureau you deleted was marked as the default you must set one of the remaining credit bureau's to be the default.

  5. Click OK.

    The credit bureau's details are deleted from Sage 200 and the Credit Information window closes.

Add a credit position

To set up credit position descriptions for use on customer and supplier accounts:

  1. Click into the table below any existing descriptions or click Add.

    A new row is displayed in the table.

  2. Click into the Credit Position Value field and add your new description.
  3. Repeat steps one and two for each credit position description you want to add.

  4. One of your credit position descriptions must be set as the default that is displayed when a new customer or supplier account is added to Sage 200.

    To set a description as the default:

    1. Select the description within the table.
    2. Click on Set as Default.

Set a credit position to be the default

To set the default credit position description automatically when a new customer or supplier record is being added to Sage 200:

  1. Click on the description in the table.

  2. Click the Set as Default button.

    A warning message asks you to confirm that you want to change the credit position.

  3. Click Yes to acknowledge the message.

    The message closes and the word Yes is displayed in the Default column next to the description you selected.

Delete a credit position

To delete a credit position description from Sage 200:

  1. Click into the Credit Position Value field of the description you want to remove.

  2. Click the Delete button.

    A warning message asks you to confirm that you want to delete the credit position description.

  3. Click Yes to acknowledge the message and remove the description.

    The credit position description is removed from the table.

  4. If the credit position description you deleted was marked as the default you must set one of the remaining descriptions to be the default.

  5. Click OK.

    The credit position is deleted from Sage 200 and the Credit Information window closes.

Useful info

Credit bureaus

If your organisation regularly uses credit checking bureaus to assess your customer's credit risk you can set up links to the credit bureau's website within Sage 200.

You can link to both the credit bureau's homepage and their credit checking service page. If you set up a link to the credit checking page, users can go directly to it as they create new customer or supplier records.

You can also select one of the credit bureaus to act as the default. It will then display automatically when a new customer or supplier record is added (but can be changed if needed).