> For the complete documentation index, see [llms.txt](https://dukarun.gitbook.io/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://dukarun.gitbook.io/docs/money-and-reporting/reviewing-credit-health.md).

# Reviewing credit health

## Why this matters

Credit health shows money customers still owe, supplier bills still due, overdue balances, and accounts that need attention.

## Before you start

Your role must allow you to view financial information. Make sure purchases, sales, and payments have been recorded against the correct customer or supplier.

## Video

The task-specific walkthrough is being prepared. For now, watch this Dukarun overview.

{% embed url="<https://youtu.be/dfykDyK6Fs8>" %}

## Steps

1. Open **Money**, then **Credit**.
2. Review **Net receivables** to see what customers owe after account credits and adjustments.
3. Review **Supplier bills due by 7d** and total payables.
4. Use **Exposure by due status** to separate current, overdue, and older balances.
5. Check **Customer credit risk** for accounts using too much of their approved limit.
6. Use **Collect now** and **Pay soon** to decide which customer or supplier account to open next.
7. Open the account, verify the source invoices or purchases, then record the payment when money changes hands.

## What changes in Dukarun

Reviewing the screen does not change any balance. Recording a customer payment reduces receivables. Recording a supplier payment reduces payables.

## Related terms

[Receivable](/docs/glossary.md#receivable), [payable](/docs/glossary.md#payable), [overdue](/docs/glossary.md#overdue), and [available credit](/docs/glossary.md#available-credit).

## Continue the workflow

[Receive a customer payment](/docs/customers-and-credit/receiving-a-customer-payment.md) or [record a supplier payment](/docs/suppliers/recording-a-supplier-payment.md).

## If something does not look right

* An empty screen can be correct when there is no outstanding credit.
* If a balance is attached to the wrong party, correct the source record instead of creating an offsetting payment.
* Compare the account activity with the original invoice, purchase, and payment before acting on an unexpected balance.