---
title: How do I manage my clients' solvency?
description: How do I manage my clients' solvency
---

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# How do I manage my clients' solvency?

## Left menu \> Username \> My Company

**Sequence** provides **creditworthiness ranks** that you can apply to your clients when creating invoices. To create a new rank and apply it to an invoice, follow these steps:

1. Click on your **name**.![Solvabilité01](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Mon%20entreprise/Solvabilit%C3%A9/Solvabilit%C3%A901.png?width=688&height=387&name=Solvabilit%C3%A901.png)
2. **Click on "My Company."![Solvabilité02](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Mon%20entreprise/Solvabilit%C3%A9/Solvabilit%C3%A902.png?width=688&height=387&name=Solvabilit%C3%A902.png)**
3. Navigate to the **"Customer solvency" tab.![Solvabilité03](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Mon%20entreprise/Solvabilit%C3%A9/Solvabilit%C3%A903.png?width=688&height=387&name=Solvabilit%C3%A903.png)**
4. Click on **"Add Rank"** to create a new solvency level.![Solvabilité04](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Mon%20entreprise/Solvabilit%C3%A9/Solvabilit%C3%A904.png?width=688&height=387&name=Solvabilit%C3%A904.png)
5. Fill in the corresponding fields.![Solvabilité05](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Mon%20entreprise/Solvabilit%C3%A9/Solvabilit%C3%A905.png?width=688&height=387&name=Solvabilit%C3%A905.png)
6. **Payment terms** can be applied to clients so that they reflect as an **expiration date** when creating an invoice.![Solvabilité06](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Mon%20entreprise/Solvabilit%C3%A9/Solvabilit%C3%A906.png?width=688&height=387&name=Solvabilit%C3%A906.png)
7. **Once finished, click "Confirm."![Solvabilité07](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Mon%20entreprise/Solvabilit%C3%A9/Solvabilit%C3%A907.png?width=688&height=387&name=Solvabilit%C3%A907.png)**

**Applying the Rank to a Client**

1. Go to the **Sales** section.![Solvabilité08](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Mon%20entreprise/Solvabilit%C3%A9/Solvabilit%C3%A908.png?width=688&height=387&name=Solvabilit%C3%A908.png)
2. Click on **"Clients."![Solvabilité09](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Mon%20entreprise/Solvabilit%C3%A9/Solvabilit%C3%A909.png?width=688&height=387&name=Solvabilit%C3%A909.png)**
3. Select a client to access their profile.![Solvabilité10](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Mon%20entreprise/Solvabilit%C3%A9/Solvabilit%C3%A910.png?width=688&height=387&name=Solvabilit%C3%A910.png)
4. Click on **"Edit"** to modify the client details.![Solvabilité11](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Mon%20entreprise/Solvabilit%C3%A9/Solvabilit%C3%A911.png?width=655&height=368&name=Solvabilit%C3%A911.png)
5. Navigate to **"Additional Information."![Solvabilité12](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Mon%20entreprise/Solvabilit%C3%A9/Solvabilit%C3%A912.png?width=688&height=387&name=Solvabilit%C3%A912.png)**
6. Select the **creditworthiness rank** you just created.![Solvabilité13](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Mon%20entreprise/Solvabilit%C3%A9/Solvabilit%C3%A913.png?width=688&height=387&name=Solvabilit%C3%A913.png)
7. Click **"Validate"** to apply the changes.![Solvabilité14](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Mon%20entreprise/Solvabilit%C3%A9/Solvabilit%C3%A914.png?width=688&height=387&name=Solvabilit%C3%A914.png)

**Applying the Rank to an Invoice**

1. Click on the **three dots** to create a new invoice.![Solvabilité15](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Mon%20entreprise/Solvabilit%C3%A9/Solvabilit%C3%A915.png?width=688&height=387&name=Solvabilit%C3%A915.png)
2. Select **"Create an Invoice."![Solvabilité16](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Mon%20entreprise/Solvabilit%C3%A9/Solvabilit%C3%A916.png?width=688&height=387&name=Solvabilit%C3%A916.png)**
3. When creating the invoice, you will see that the **creditworthiness rank** of the client is applied to the **invoice's expiration date.**
4. ![Solvabilité17](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Mon%20entreprise/Solvabilit%C3%A9/Solvabilit%C3%A917.png?width=688&height=387&name=Solvabilit%C3%A917.png)

Now you can **add different ranks** and apply them to clients based on their **creditworthiness**, ensuring they are reflected in invoices.

 

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