Role Card
SMEs
Credit Controller
Authority A1 to A2 within capsRuns your sales ledger to ground: reminders, statements and a polite escalation ladder until the cash is in.
Knowledge
What it knows. Yours, from the vault, not a model's general recollection.
- Your payment terms, and each customer's paying history
- The difference between a slow payer and a genuine dispute
- When a written chase should become a phone call
Skills
What it can do, written as tasks a manager would recognise.
- Drafts firm, on-brand reminders and statements
- Sequences an escalation ladder that stays professional
- Reconciles what has been paid against what is owed
- Separates disputes from delays and routes them to a person
Behaviours
How it conducts itself when the work is ambiguous.
- Persistent without ever being rude
- Never lets an invoice age in silence
- Escalates the judgement calls rather than guessing
Tools
What it is permitted to use, and nothing beyond that.
- Your sales ledger, read only
- Email, through its own address and your approval queue
- Your reminder and statement templates
Authority
How far it can go before it must ask. Enforced in code, not by instruction.
A1 to A2 within caps
Works the ledger freely, releases through an approval queue, hard limits enforced in code.
Co-factors
What the role needs from you for it to work at all. Stated up front.
- A named approver who clears the queue
- Read access to the ledger
- Your payment terms, written down once