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设置发票风险得分以预测发票的风险得分(试点)
发票的风险分数预测未处理发票的付款延迟到到期日之后的可能性。该分数根据模式和信号(例如历史付款行为、发票账龄、未偿余额、客户付款趋势、争议历史和其他相关客户特征)来估计延迟付款的可能性。
发票的风险分数预测未处理发票的付款延迟到到期日之后的可能性。该分数根据模式和信号(例如历史付款行为、发票账龄、未偿余额、客户付款趋势、争议历史和其他相关客户特征)来估计延迟付款的可能性。
| 适用于:Lightning Experience |
| 适用于:具有 Revenue Cloud Advanced 许可证或 Revenue Cloud Billing 许可证的 Enterprise、Unlimited 和 Developer Edition |
风险得分有助于开单和财务团队识别可能需要更密切监控的发票,并帮助他们确定收款工作的优先级。较高的风险分数表示逾期付款的可能性较大,而较低的分数表示付款更有可能在到期日或之前支付。
通过将风险分数纳入收款工作流,组织可以提高收款效率,减少过期应收款,并更好地管理现金流。例如,组织可以将风险得分较高的发票发送给专门的收款计划,将发票分配给收款代表进行主动外联,或者在到期日之前将它们包括在有针对性的提醒活动中。低风险发票可以遵循标准收款流程,因此团队会将精力集中在需要立即关注的客户上。

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