Limiting receivables is something that must be done by every company because if it is not limited to its maximum, receivables will increasingly accumulate. Therefore we give you an option to be able to set the debt limit based on the debt nominal at a particular customer. So when they cross the maximum limit that has been set, they will not be able to make transactions again.
I. Set Customer Debt Limit
Step 1. Select customer name through the contact menu
Step 2. Select edit in customer detail
Step 3. Scroll down till you found sales & pricing then fill the debt limit and maximum overdue for each customer
II. Customer Debt Limit Through Sell Menu
Step 1. Whenever you select a customer to create a transaction and already reach the debt limit that you set
Step 2. Transaction will be automatically blocked by the system
Step 3. If the Overdue date is passed, there will be an error message on the right bottom corner during sell
You might also like to read these articles below:
In case you want to pay debts with bulk payment you can read AR & AP Collection
You can also check Invoice Aging and Bill Aging Reports
