Credit Book

Small

Finance · Merchant, customers

Store credit/installment ledger and collections for merchants.

Built in this build

Customer balance lookup
Installment plan view
Payment receipt upload
Debt/installment records
Payment marking
Overdue list
Overdue balance summary

Vision (needs external services)

Installment due reminder
Email
PDF statement

The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.

Customer features

Customer balance lookup
Installment plan view
Payment receipt upload

Admin modules

Debt/installment records
Payment marking
Overdue list

AI capabilities

Collection message draft

Automations

Installment due reminder

Analytics & reports

Overdue balance summary

Integrations

Email
PDF statement

Mobile

Customer mobile balance

Roles & permissions

Owner
Customer

Finance →

Bill Harbor

A payables desk that collects vendor bills and tracks due dates.

Chase Pay

Chases overdue invoices with escalating reminders to speed up collection.

Policy Book

Policy portfolio, renewals and collections for insurance agencies.

Credit Guard

Monitors customer credit limits and risk, warning before you ship an over-limit order.

Describe what your business needs — DevAny does the rest

Define it, build it, run it — and take it anywhere.