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Preventing purchases when credit limit is exceeded

Last updated 26/05/2021

Overview

On-account customers are automatically prevented from purchasing on a B2B Online Store under certain conditions. This article explains how customer credit limit excesses affect their purchases on a B2B store.

Account balance exceeds credit limit

A customer is prevented from purchasing if their balance exceeds their credit limit.

The message “Credit limit reached - please contact us to continue buying” will display at checkout on the B2B store.

  • A customer’s balance can be found in the Balance Owing field in the CRM module.
  • Balance Owing is updated when Cin7 is synced with integrated accounting software.

Order total exceeds credit limit

An order is prevented if its total pushes the customer’s balance past their credit limit.

The message “Order total is over credit limit - please contact us to continue buying” will display at checkout on the B2B store.

  • A customer may complete the order by reducing order quantity.

Customer is on hold

A customer is prevented from purchasing if their account is set to On Hold in the CRM module.

The message “Account on hold - please contact us to continue buying” will display at checkout on the B2B store.

How to put customers on hold, set credit limits

Customer credit limits and hold status are set in the CRM module.

Read our help page to set credit limits and hold status.