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Setting up Customer Credit Limits and Holds

Last updated 05/10/2017

You may want to warn staff before selling to certain customers - there are two ways to do this - On Hold and Credit Limits.

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. From the CRM list page, select a contact.
  2. Under the Accounts section, change the Put on Hold dropdown to On.
  3. Click 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. From the CRM list page, select a contact.
  2. Under the Accounts section, enter a value into the Credit Limit field.
  3. Click Save.
  4. Next, go to your accounting software module (either Xero or QBO), and click 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.