Introducing customer health scores — know which accounts need attention
Akash Kore
· Founder & Product Architect· 4 min read
When you have a handful of clients, you know instinctively which ones pay late. When you have fifty, that instinct stops scaling. Customer health scores turn payment behavior into a single number you can scan in seconds.
What goes into the score
The score combines three signals: how many of a customer's invoices are currently overdue, how long they historically take to pay relative to the agreed terms, and how recently there has been any activity — a payment, a message, a new proposal — on the account.
Each signal is normalized against the customer's own history where possible, so a client who has always paid in 45 days against 30-day terms isn't penalized the same way as one whose payment behavior is actively getting worse.
Why recency matters as much as lateness
A customer who hasn't been invoiced or contacted in six months but has no outstanding balance isn't necessarily healthy — they may have quietly churned. The recency component is what surfaces that kind of silent drift, not just active non-payment.
Where it shows up
The health score appears on the customer list and on the customer detail page, color-coded so accounts that need attention are visible without opening each one individually.
Akash Kore
Founder & Product ArchitectArchitecting business document operating systems and automated billing workflows for Indian SMBs, agencies, and enterprises.