CRM help

Credit control

Credit limit, credit days and credit hold: when a credit sale is warned or blocked, credit releases, and the Credit Desk.

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How credit control works Before a credit sale is saved, it is compared with the customer's credit limit, credit days and credit hold. A rule set to Block refuses… Save a credit sale: what you see The sales invoice, delivery note and order screens check the customer's credit before saving. If all is well the document saves; a warning… Credit releases: ask, decide, use A credit release is an approver's one-time permission for one blocked sale of the person who asked. You ask for it from the blocked dialog…

Credit control

How credit control works Before a credit sale is saved, it is compared with the customer's credit limit, credit days and credit hold. A rule set to Block refuses the sale; a rule set to Warning…
Save a credit sale: what you see The sales invoice, delivery note and order screens check the customer's credit before saving. If all is well the document saves; a warning asks you to confirm; a block…
What counts as a cash sale A sale is a cash sale only when it is to the cash book or a cash selling customer, or it is paid in full with the sale. A cash mark on the document does not count by…
Credit releases: ask, decide, use A credit release is an approver's one-time permission for one blocked sale of the person who asked. You ask for it from the blocked dialog, an approver decides it on the…
Credit hold A credit controller can put a customer on credit hold, with a reason. Every credit sale to that customer is then blocked until the hold is lifted; cash sales are not…
The Credit Desk The credit controller's screen: decide release requests, watch the customers over their limit or on hold, look up any customer's credit position, and test a sale before…
Which sales are checked Invoices and delivery notes are checked and can be blocked. Orders only warn unless your order settings block. POS bills and recurring invoices are checked without a…
When the credit check cannot run If the customer's credit cannot be checked, the sale is not saved, rather than saving credit nobody checked. Save again in a moment. Two credit sales of one customer at…