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Setting up Customer Credit Limits and Holds

Last updated 01/02/2021

How to use On Hold and Credit Limits to warn staff before selling to certain customers.

Putting Customers On Hold


When a customer is on hold, a warning will show in the Sales Order module when the customer is entered:

To put a customer on hold:

  1. In the CRM module, select the customer name in the Company column that you would like to update.
  2. Under the Accounts section, change the Put on Hold drop-down to On.
  3. Select Save.

Setting a Credit Limit for Customers


It is possible to put a credit limit for certain customers. When a customer has breached their credit limit, this warning will appear:

The Credit Limit is manually entered or imported for customers, and when the current balance for that customer (pulled from your Accounting Software) supersedes the limit, the warning above is shown.

 

To set a credit limit:

  1. In the CRM module, select the customer name in the Company column that you would like to update.
  2. Under the Accounts section, enter a value into the Credit Limit field.
  3. Select Save.
  4. Next, go to your Accounting Software module (i.e., Xero or QBO), and select Update Balances.
  5. The outstanding balance will be put in the Balance Owing field.
    Those customers whose balances owing is greater than their credit limit will have the above warning against their account.