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
  • Acknowledged
  • Attach files
  • Karen Simmons commented
    24 Oct, 2019 09:00am

    We need this

  • Rebecca collins commented
    4 Jul, 2019 08:02am

    Having worked on many systems over the years, having a credit limit for customers is a standard process on all the packages i have used. This is a much needed feature for controlling debts and customers spending.

  • Martin Porter commented
    8 Nov, 2017 07:01pm

    I asked about this over 12 months ago - 

  • Anonymous commented
    8 Nov, 2017 06:34am

    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.

  • Anne commented
    27 Jun, 2017 10:18am

    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. 

  • Jonathan Tait commented
    18 Apr, 2017 12:51pm

    Great Idea

  • Kirsty Willis commented
    27 Feb, 2017 11:28am

    This would be a very good idea :)

  • Simon Green commented
    10 Jan, 2017 09:12am

    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.

  • Simon Brunskill commented
    10 Jan, 2017 09:12am

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

  • Anonymous commented
    10 Jan, 2017 09:12am

    Much needed , must have for strong credit control.

  • +92