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.

Table of Content :

I. Set Customer Debt Limit

II. Make a Transaction with Customer with Debt Limit


I. Set Customer Max Debt Limit

Step 1. Go to Contact, then Select Any Customer

Select Any Customer

Step 2. Edit Customer

Edit Customer

Step 3. Set Customer Debt Limit, then Click Save

We try to set Amri's Debt Limit for 250.000, so you cannot make a transaction with that customer if it's debt reach the limit.

Set Customer Debt Limit

Step 4. Contact was Successfully Updated

Contact was Successfully Updated

II. Make a Transaction with Customer with Debt Limit

Step 1. Go to Sell, then Make a Transaction

Make a Transaction

Step 2. Assign Customer Name

Assign Customer Name

Step 3. System will Show Customer's Debt

System will Show Customer's Debt

Step 4. Click Pay

Pay Transaction

Step 5. Try to Make Another Debt, by Choose Payment Later Method

Make Another Debt

Step 6. Debt was Reached Limit, Customer Can't Make Debt Anymore

Debt was Over Limit, Transaction Cannot be Processed

Note :

Warning Message appeared if customer debt was reached the limit or it appear because previous debt summed with new debt was exceed the debt limit.


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