Credit limits can be set up for individual customer accounts to prevent new charges or invoices from being added to their account if they owe more than a set amount or fall too far behind on payments.

Enable Credit Limit on Account Customer

To enable a credit limit on an account customer, follow the steps below:
  1. On the top menu bar of Retailer, click on Customers → Customer Screen.
  2. In the Customers window, click on the Other tab at the bottom and make sure that Account Customer is ticked.
  3. Click on the Credit tab.
  4. Tick the box labelled Enable credit limit by.
  5. There are two different methods for setting a credit limit:
    • Dollar Value - Allows you to set a maximum amount that can be credited to their account before they are no longer able to put anything else on credit.
    • Days - Allows you to set the maximum number of days they can owe money before their account is suspended.
      • The option for the number of days will depend on the Aging Type selected in the Other tab:
        • 7 Days maximum age options:
          1. 7 days
          2. 14 days 
          3. 21 days + 
        • 30 Days maximum age options:
          1. 30 Days
          2. 60 Days
          3. 90 Days +
        • End of Month maximum age options:
          1. Last Month
          2. 2 Months
          3. 3 Months +
        • End of Following Month maximum age options:
          1. 2 Months
          2. 3 Months
          3. 4 Months + 
  6. In Credit limit sale types, click the plus or minus buttons to add or remove sale types that the credit limit will apply to.
    1. The options include: Invoice, Layby, Order Charge, Valuation and Duty/Tax Free Sale.
  7. Click Save.
  8. Click Close.

    Notes
    When a customer exceeds their credit limit for the relevant sales, a warning message will appear in the POS screen and ask the staff if they wish to continue with the sale.

    Info
    Another term for setting a credit limit on an account customer for non-payment of their invoices is stop supply.