Would like to set the credit limit to each customer so we do not do over trading with one customer.
Would like to set the credit limit with each customer to avoid over transaction with one customer.
5
votes
Raja Selarka
shared this idea
Hi all,
We have added the option to set a Credit Limit for customers.
When the credit limit is exceeded, you can set the option to restrict from creating/editing an invoice (or) show a warning message and continue creating/editing the invoice.
Refer to this Help Document that will elaborate on this feature – https://www.zoho.com/books/help/contacts/credit-limit.html
Regards,
Zoho Books Team
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Anonymous
commented
Not sure why this feature is not available all accounting software have this feature as standard.
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Dragan Ivanic
commented
Great idea