Customer Credit Limits

Setup customer credit limits

At a customer level, we have the option to apply a credit limit. This will allow customers to only have a certain amount of debt, so that you don't lose money to bad debts without realising it.

To enable this functionality, the setting 'Customer & Account Balance Functionality' must be set to Controlled Internally:

Contact support to have this feature applied to your site

With this setting applied, the customer record will show a ‘Credit Limit’ field that can be populated with the limit amount:

Outstanding balance field is the amount of money that this customer owes in outstanding invoices

When jobs are in progress, you can see the WIP value:

If a quote against the customer is tried to be accepted, which will then take them over their credit limit, the user will see a message preventing the acceptance:

When accepting quotes two new checks will happen:

1. - If the customers outstanding balance + work in progress >= credit limit:

         -The customers ‘Account Status’ will be changed to the status 'On Hold – Over Credit Limit' and they will not be able to accept quotes

2. - If the above check is passed it will now check if the outstanding balance + work in progress + price of this quote >= credit limit

         -If true the quote will not be accepted, and they will get an error message stating this quote will take the customer over the credit limit

         -The customer will NOT be put on hold in this scenario

What do we consider ‘Work in Progress’:

Jobs and sales orders that are:

         - Not fully invoiced

         - Not cancelled or on hold

Any price changes made after acceptance will not be added, Eg: misc charges, edit job changes

Any price changes in freight after acceptance will not be calculated

Customer Board

On the ‘Customers’ board, you can filter to customers on the ‘On Hold – Over Credit Limit’ status:

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