Credit limits and credit holds
Stop new orders from customers who are over their limit or badly past due, before anything ships.
1 min readUpdated
- 1
Turn on credit control
Choose Hold orders over the credit limit and, if you like, Hold orders when past due with the number of days.
SettingsCredit & collections - 2
Set each customer's limit
On the customer, turn on the credit limit and enter the amount.
Customers - 3
Get warned early
Warn at percent of the limit flags a customer nearing their limit before it becomes a hold.
A held order says why: how far over the limit, or which invoices are past due. Someone allowed to manage credit can release it from the order, and the release is written to the audit trail.
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Related
- Orders & pricingFrom purchase order to invoiceA customer's order comes in, is checked and approved, priced from their price list, then invoiced.
- Invoicing & getting paidReminders and statementsNudge a customer about an overdue invoice, or send their whole account in one click.
- Security & adminRoles and permissionsDecide exactly what Submitters, Approvers, Finance and Admins can do in your organization.
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