Set a Credit Limit for a customer
A field for setting a credit limit for a contact which will then flag up when this credit limit is reached/exceeded with unpaid invoices.
I currently have to enter a remark to keep of a credit limit but this can get lost in lots of other remarks made and doesn't flag up when it's reached - I have to remember to check each contact manually myself (very time consuming) and rely on my sales team to check and calculate at the point of raising new invoices.
Abi
shared this idea
Hi there,
Zoho Invoice now provides the option to set a credit limit for your contacts. You can refer the help document below and try it out:
https://www.zoho.com/invoice/help/contacts/customer-credit-limit.html
If you have any questions, you can reach out to support[at]zohoinvoice[dot]com
Regards,
Reshma