Customer Credit Limit feature
Customer Credit Limit feature is a valuable addition. However, having this feature limit the ability to create a sales order or accept an estimate in the portal would be ideal. As often invoicing occurs only upon completion of the project having this feature activate on invoice is too late.
Anonymous
shared this idea
Hi all,
We have added the customer credit limit preference to effect the Sales order. You can enable this option under Settings > Preferences > Customers and Vendors > Enable Credit Limit > select Include sales orders’ amount in limiting the credit given to customers > Save
Best regards,
Zoho Books Team
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Muhasin
commented
We do not need a limit on estimate level since we are sending an estimate to everyone regardless of the client's credit status.
But, creating sales order means we are confirming the project in the system. This must be restricted if the client's credit limit has exceeded or overdue more than the credit period.
The reason why having the restriction at Invoice level is not helpful is we create the invoice after we have completed the work. Our objective is to not start the project at all if the SO amount is above limit/previous payments are overdue.
Since operations and finance are handled by different personnel, this is an important warning.
Kindly look into this! -
Muhasin
commented
Exactly what we need!