Credit and Order Holds

Resolve order holds in real-time, minimize exposure risk, and accelerate the order-to-cash cycle.

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Take Control of
Order Holds at Scale

Automatically clear even the most complex credit blocks to keep your cash flow steady and your operations moving without delay.

Models That Fit Your Risk Policy

Configure approval workflows that match your credit policy without slowing down processing or visibility.

Team Alignment

Automatically route account and customer updates, approvals, alerts, and hold/release reasons to the right people at the right time, both internally and externally.

Trigger Credit Reviews

For holds that don’t qualify for auto-release, Bectran automatically initiates credit reviews or credit limit re-evaluation workflows.

Connect AR Data

Accurately assess accounts and customers on hold using historical payment data and more, with auto updates to all integrated tools.

Track Performance

Use dashboards to monitor release timelines, escalation rates, account status, and workload distribution.

Accelerate
Order-to-Cash

Set data-driven criteria to automatically flag or block risky orders. Bectran uses both historical trends and
real-time transactional data to evaluate risk across customers and related entities. This allows you to prioritize
orders with the best risk-return profile.

Tailor Approvals
to Holds

Unlike traditional systems, Bectran evaluates every hold on a granular level using multi-layered risk models. If a hold fails a check, it automatically alerts you of the reason and instantly pushes the account or customer through a dynamic approval waterfall. This rechecks eligibility as conditions change, so when customers make a payment or address the underlying reason for a hold, their accounts update in real-time.

Visibility Across
All Held Orders

Total clarity from just one view. Instantly see held orders, aging accounts, and release reasons across all accounts and reps.

Filter and sort by customer, hold type, or status

Review all release reasons and timing of approvals

Generate reports, monitor trends, and view credit limit overage percentage instantly

Account Holds That Work Ahead of Risk

Create account-level holds to proactively block risky accounts from placing new orders. These models monitor credit limit usage, payment trends, and aging, so your team doesn’t have to.

Clearly view all held accounts

Automated or manual release workflows

Flexible criteria you can adjust with real-time updates

AI/ML–Driven Risk Detection

Go beyond static criteria. Bectran’s machine learning models adapt to your customer’s behavior and evolving financial risk —automatically flagging abnormal patterns such as:

Sudden drop in payment speed or spike in order volume

Changes in credit utilization

Regional risk exposure or macroeconomic indicators

The World’s Best Finance Teams Use Bectran
AR Core
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Customer Payment Portal
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Promise to Pay Management
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Asset Recovery
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Hold, Release, and Track, with Ease.

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