Table of Contents
1. Introduction
2. Add a Supplier Credit Limit
3. Bill Credit Limit Notifications
3.1 Creating a bill that exceeds credit limit
3.2 Creating a bill for supplier who has exceeded their credit limit
1. Introduction
Credit limits allow you to add a credit value to a supplier which, if exceeded, will display warning notifications when creating a bill.
2. Add a Supplier Credit Limit
Head to Contacts > Suppliers and either add a new supplier 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 supplier make sure to fill in any other required information.
The amount can only be a positive integer
3. Bill Credit Limit Notifications
When creating an bill , 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 a bill that exceeds credit limit
If you create and save an bill and the bill amount exceeds the credit limit of the supplier, a notification will appear warning you about the credit limit breach. The message will show how much owed to the supplier 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 a bill for a supplier who has exceeded their credit limit
If you create a bill for a contact that has exceeded their credit limit, a warning notification icon will be displayed in the ‘Supplier’ field. If you hover over the icon, a message will tell you how much is owed to the supplier and their credit limit.
You can proceed with creating the invoice despite this notification if required.
