How MaxCredible Works

MaxCredible automates the entire credit management process — from creating an invoice to confirming payment. Here’s how the flow works in simple steps.

1. Capture & Classify Your Invoices

MaxCredible automatically imports invoices from your accounting system or lets you upload them directly. Each invoice is analyzed, categorized, and assigned to the right customer profile — so every bill starts its journey clearly tracked.

Scanning invoices into dashboard

2. Automate Your Payment Journey

Once invoices are in, MaxCredible triggers automated reminders — email, SMS, or letter — based on the due date. Friendly before it’s due, firm once overdue, and always personalized with your brand tone.

Automated reminders being sent via email, SMS, and letter; dashboard showing scheduled payment reminders and overdue notifications; flat illustration with blue and green tones; tone friendly and professional

3. Manage Issues Effortlessly

Late payments often start with small issues. MaxCredible helps you log, assign, and resolve them directly from your dashboard — ensuring no invoice slips through the cracks.

Issue management dashboard

4. Get Paid or Escalate

Every invoice ends with a clear outcome — payment received or escalation to collection. Integrated payment links and partner connections make it easy for customers to pay instantly or hand over for follow-up when needed.

Example MaxCredible invoice
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