Customer details in Accounting that CRM uses

CRM is only as good as Accounting's data. These are the details in Accounting that change what CRM shows and what the credit check does. Fix them in Accounting and CRM follows at once.

CRM Setup

4 min read

Updated October 20, 2026

For Accountant Administrator Credit controller

CRM has no screen to change credit terms. They live on the customer in Accounting, under Credit settings. Fix the data there and CRM follows at once.

On the customer

Field	What CRM uses it for
A customer ledger (or a supplier marked Also a customer)	Only these are CRM customers (Where the money figures come from)
Amount limit	The credit limit: headroom, "over credit limit", and the credit check
Amount limit actions	What going over the limit does to a sale: Block, Warning or Ignore (empty means ignore)
Day limit	The credit days: the credit check of invoices and delivery notes
Day limit actions	Block, Warning or Ignore (empty means ignore)
Cash selling customer	A cash customer: its sales are never on credit, so they are never checked (What counts as a cash sale)
Agent, area	Receivables ageing by agent or by area
Active	A switched-off customer is counted only while money is on the books

Worked example: three customers and what CRM does with them

Customer	Amount limit and action	Day limit and action	Cash selling customer	What CRM does
ABC Traders	100,000, Block	30, Warning	Off	A credit sale that takes the balance above 100,000 is refused. A credit invoice or delivery note warns when the oldest unpaid bill is 30 days old or more, or when the document gives more than 30 days to pay
A walk-in counter customer	Empty	Empty	On	Never checked: every sale to it is a cash sale (What counts as a cash sale)
A customer added last week, owing nothing yet	0, Block	30, Warning	Off	Every credit sale is refused: "Balance after this document would be 5,000.00 against a credit limit of 0.00." for a first sale of 5,000

For the third customer the limit of 0 was never meant as a rule. Set the Amount limit actions to Ignore, or give a real limit: CRM follows at once. The same applies to a Day limit of 0 with Block.

To switch off both rules for one customer, set both actions to Ignore. A credit hold still blocks until it is lifted.

On the documents

Data	Where	What CRM uses it for
The invoice's due date	Sales invoice (from its due days)	Overdue and the ageing. Without one, the invoice date is the due date
Receipts that name the bills they pay	The receipt's lines	Settling bill by bill, payment speed, closing collection work
Receipt approval	Accounting's approval of receipts, where your company has it on	A receipt waiting for approval is not posted: it does not lower the balance, settle a bill or keep a promise until it is approved
Post-dated cheques and provisional cash	Accounting's cheque and provisional cash entries	Cheques in hand, expected cash
Opening balances	The customer's opening bills	Bills from before Penahak
Fiscal year	Accounting's fiscal years	Revenue this year and last year; the statement's Fiscal year range; the Fiscal year period on Collections
Cash book	Accounting configuration (the cash ledger)	Sales to it are cash sales

Common questions

I changed the customer's limit in Accounting. When does CRM follow?

At once: CRM reads the limit and its action from the customer in Accounting each time a screen opens or a sale is saved.

Can I change a customer's limit in CRM?

No. Credit limits and credit days are changed on the customer in Accounting, under Credit settings.

Customer details in Accounting that CRM uses

On the customer

On the documents

Common questions

Related guides

More in Setup