Help us improve

Credit Limits

Allow for a credit limit to be set when creating a customer (and suppliers I suppose) along with the current option for specifying credit terms.

If an invoice or receipt is then created that will cause the credit limit to be exceeded, the user is notified so a decision can be made before allowing any more orders to be processed for that customer or supplier.
  • Chris Kennett
  • Jan 10 2017
  • Under Review
  • Attach files
  • Anonymous commented
    January 10, 2017 09:12

    Much needed , must have for strong credit control.

  • Simon Brunskill commented
    January 10, 2017 09:12

    I agree, this is a much needed feature to manager customers.

  • Simon Green commented
    January 10, 2017 09:12

    This is a much needed function for our company and I think it would be enormously useful to most. One of the most important things for any business is monitoring credit.

  • Kirsty Willis commented
    February 27, 2017 11:28

    This would be a very good idea :)

  • Jonathan Tait commented
    April 18, 2017 12:51

    Great Idea

  • Anne commented
    June 27, 2017 10:18

    Definitely needed asap..Where there are lots of customers in a growing business,customer balances can easily get out of hand, a limit would help to highlight or flag up any potential problems. 

  • Anonymous commented
    November 8, 2017 06:34

    This is a great idea. We currently have set up a custom customer field so we can display the credit limit to all of our staff. The issue with this is that outstanding balance needs to be manually checked each time and a decision made on whether or not to raise the invoice. We see this regularly results in customers being allowed to exceed their credit limit due to the member of staff raising the invoice not checking properly, This would be completely avoided if a notification was displayed or the member of staff was unable to raise the invoice without manager authorisation.

  • Martin Porter commented
    November 8, 2017 19:01

    I asked about this over 12 months ago -