You'll find the customers tab on the left side of your Denim dashboard. There you'll see an option to either add a customer directly into our database.
Click the "Add Customer" button.
A modal will appear, and you will be able to search for your customer to see if they're already in our database or add them if they are not. Click the "+" symbol to add a relationship to an existing company in our database, or click "Add a New Company" to create a new one.
The minimum information needed to submit a credit check/add a customer is: the company name, credit amount, and state. The more information you input, the faster you’ll get results.
Be sure to request enough credit to cover ALL of your business with that customer, not just an individual invoice.
Once the customer has been added, they'll populate in the "customers" tab in your dashboard. Here you can see their current status.
We'll email the results of your credit request as soon as we've researched it.