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

mceclip0.png

Step 2. Select edit in customer detail

mceclip1.png

Step 3. Scroll down till you found sales & pricing then fill the debt limit and maximum overdue for each customer

mceclip2.png

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

mceclip3.png

Step 2. Transaction will be automatically blocked by the system

mceclip4.png

Setup Debt Limit and Maximum Overdue for Customer Tutorial Video

Did this answer your question?