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 nominal debt 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

Setup Debt Limit and Maximum Overdue for Customer Tutorial Video

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