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# I can add credit insurance details

  

**Creation Date:** June 16, 2023

**Created By:** Akhil Vanjani

[View most recent version](https://app.tango.us/app/workflow/77f6254a-91f7-4c17-b74d-f168b6004c7c?utm_source=magicCopy&utm_medium=magicCopy&utm_campaign=workflow%20export%20links) 

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## [# Jules.ai](https://demo.haroldwaste.com/customer-board?t=0)

### 1. Go to "Customers & Sites"

Alternatively, you can go to "Suppliers & Sites"

  

![](https://storage.crisp.chat/users/helpdesk/website/1fedebc63fb36100/ea028b3b-8829-4ab0-8728-f91bb5_1agnok6.png)

  

### 2. Click on "Add new" or you can "Edit" for the existing customer

  

![](https://storage.crisp.chat/users/helpdesk/website/31cd912da89bb400/927ffbce-a0fe-4381-94ec-3d21e7_w6pe31.png)

  

### 3. Fill in the details and click "Next"

  

![](https://storage.crisp.chat/users/helpdesk/website/67398bae464d1800/2ca3b98d-8a0a-4a0b-9784-fca941_1ce9q8p.png)

  

### 4. In the "Credit insurance" category, you can enter general details (coverage provider, contract number, coverage cost, validity period), enter your coverage (main and additional) as well as your credit limit

  

Jules AI is using the credit limit to compute the credit outstanding

  

![](https://storage.crisp.chat/users/helpdesk/website/c46285563939200/85b9e20f-4e80-47c9-b442-36b63c_pw0191.png)

  

### 5. Click on "Save"

  

![](https://storage.crisp.chat/users/helpdesk/website/1b9eb202a9d42400/bb224722-931e-4cac-a719-0072d1_b8mg00.png)