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Credit limits allow you to add a credit value to a customer which, if exceeded, will display warning notifications when creating an invoice.
2. Add a Customer Credit Limit
Head to Contacts > Customers and either add a new customer or edit an existing one.
On the ‘Other information’ tab enter a value for in the ‘Credit limit (£)’ field and save. If you are adding a new customer make sure to fill in any other required information.
The amount can only be a positive integer
3. Invoice Credit Limit Notifications
When creating an invoice, notifications will appear when credit limits are exceeded or if a contact has already exceeded their credit limit.
These notifications can be ignored, the credit limit feature will not prevent an invoice from being created if required.
3.1 Creating an invoice that exceeds credit limit
If you create and save an invoice and the invoice amount exceeds the credit limit of the customer, a notification will appear warning you about the credit limit breach. The message will show how much the customer owes and their credit limit.
To ignore the warning notification and save the invoice, despite the credit limit having been exceeded, just hit the ‘Save’ button.
3.2 Creating an invoice for a customer who has exceeded their credit limit
If you create an invoice for a contact that has exceeded their credit limit, a warning notification icon will be displayed in the ‘Customer’ field. If you hover over the icon, a message will tell you how much the customer owes and their credit limit.
You can proceed with creating the invoice despite this notification if required.