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 Max Debt Limit
Step 1. Go to Contact, then Select Any Customer
Step 2. 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.
Step 4. Contact was Successfully Updated
II. Make a Transaction with Customer with Debt Limit
Step 1. Go to Sell, then Make a Transaction
Step 2. Assign Customer Name
Step 3. System will Show Customer's Debt
Step 4. Click Pay
Step 5. Try to Make Another Debt, by Choose Payment Later Method
Step 6. Debt was Reached Limit, Customer Can't Make Debt Anymore
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.
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
To set default maximum overdue for customer debt : Set Default Maximum Invoice Overdue Days